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 September–October 2026
October 6, 2026
October 6, 2026Location:
Matthews Community Center
110 E. McDowell Street,
Matthews, NC
View Map and DirectionsHighlights
- When your benefits may begin and how the age at which you apply will affect the amount you receive
- How to maximize Social Security benefits and how to minimize taxes on them
- When it makes sense to delay benefits and when it does not
- How the wrong Social Security decision can cost you money
- ...and other important facts
REGISTER HERE or Call (833) 427-7391
October 7, 2026
October 7, 2026Location:
Matthews Fire Station #3 – Idlewild Community Room
3017 Matthews-Mint Hill Rd.
Matthews, NC
View Map and DirectionsHighlights
- When your benefits may begin and how the age at which you apply will affect the amount you receive
- How to maximize Social Security benefits and how to minimize taxes on them
- When it makes sense to delay benefits and when it does not
- How the wrong Social Security decision can cost you money
- ...and other important facts
REGISTER HERE or Call (833) 427-7391
Webinars
Click on an event for more information.
Events in September–October 2026
September 30, 2026
September 30, 2026
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.
