Join Us For An Event
We Can’t Wait To See You!
Experience a StayRetired™ Wealth Strategies event or webinar brought to you by Joe Roseman and the StayRetired™ Wealth Strategies team!
Our series of seminars and workshops are provided free of charge to our community. Stay updated on the current economic landscape and delve into retirement choices by participating in one of our financial seminars.
Contact us now or select a date below to begin securing your spot for an upcoming event!
Live Events
Click on an event for more information.
Events in August–September 2025
September 9, 2025 (1 event)
September 9, 2025Location: SouthPark Regional Library
7015 Carnegie Blvd
Charlotte, NC 28211One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!
REGISTER HERE
September 10, 2025 (1 event)
September 10, 2025Location:
Matthews Fire Station 3 - Idlewild Community Room
3017 Matthews-Mint Hill Road
Matthews, NC 28105One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!
REGISTER HERE
Webinars
Events in August–September 2025
- There are no events scheduled during these dates.
Webinar Replays
Watch On-Demand, Anytime
Income and Investment System
Long-Term Care
AssetLock
Truth About Annuities
Do You Have What You Need To Plan For Retirement?
Take Our StayRetired™ Planning Quiz
Our quiz is meant to prepare you for our planning process. By answering our short quiz, you’ll know what you already have prepared and what you may need to think on before we begin crafting your perfect plan for retirement. If you’re unsure on any of the questions, that’s fine – just answer honestly, and we’ll fill you in on what you need to know.
