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
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Events in February–March 2026
February 19, 2026 (1 event)
February 19, 2026Location: Maggiano’s 4400 Sharon Rd, Charlotte, NC 28211
Details:- Identifying and Managing Retirement Risks: Understand key risks like inflation, longevity, market volatility, taxes, and survivorship, and learn strategies to mitigate them.
- Building a Sustainable Income Plan: Balance essential and lifestyle expenses while prioritizing income protection over savings goals.
- Leveraging Financial Tools and Strategies: Explore options like Roth IRA conversions, inflation-protected investments, and long-term care policies to secure your retirement.
- Adapting to Life’s Uncertainties: Learn how to prepare for unexpected events like healthcare costs and market downturns through effective planning.
REGISTER HERE
Webinars
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Events in February–March 2026
February 11, 2026 (1 event)
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February 11, 2026In this webinar you will learn:
- The exact steps you can take to stay in control of your care decisions and remain in your home longer—instead of letting the system decide for you
- The real cost of long-term care and how it can jeopardize your retirement, your home, or your farm if you don’t plan ahead
- Why Medicare and Medicaid often fail when home care is needed—and what smart, proactive planning must do instead
- How the “One Big Beautiful Bill” changed key laws that could significantly impact your long-term care and asset protection strategy
- Whether adding “Caregiver Trust” provisions to your estate plan could protect your wishes, your family, and your assets when care is needed
- How to leverage the assets you already own to pay for care without sacrificing your current lifestyle or financial independence
CLICK HERE TO RSVP
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.
