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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 April–May 2025
May 6, 2025 (1 event)
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May 6, 2025Location: SouthPark Library
7015 Carnegie Blvd, Charlotte, NC 28211We will be covering the top estate planning mistakes that could cost you, or your loves ones, thousands. Proper estate planning can act as our voice when we are unable to speak, helping us maintain control and decision-making capabilities regarding our finances, health, and more, even in unforeseen circumstances. Following are a few of the topics being covered by
- How to override default state laws to ensure that the correct people inherit and handle your affairs.
- How to avoid Probate, reduce long court delays and reduce the amount of money the government receives from your estate.
- How to massively reduce Income Taxes for your beneficiaries with a coordinated Estate, Retirement and Tax Plan.
- How to prepare for Long-Term Care without a traditional and expensive Long-Term Care policy.
PLEASE USE THE FORM ON THIS PAGE TO REGISTER
Webinars
Events in April–May 2025
April 30, 2025 (2 events)
April 30, 2025JOIN US ON THIS WEBINAR AND DISCOVER:- What is more dangerous to your long term physical and financial health than what is happening right now
- The secret to tax incentives the government created as far back as 2010, but most advisors don't talk about
- How to combat rising taxes ... and protect your IRA
- How to get a FREE one-hour consult with a Long-Term Care expert to strategize for your unique situation
- Q + A as time allows!
CLICK HERE TO REGISTER
April 30, 2025JOIN US ON THIS WEBINAR AND DISCOVER:- What is more dangerous to your long term physical and financial health than what is happening right now
- The secret to tax incentives the government created as far back as 2010, but most advisors don't talk about
- How to combat rising taxes ... and protect your IRA
- How to get a FREE one-hour consult with a Long-Term Care expert to strategize for your unique situation
- Q + A as time allows!
CLICK HERE TO REGISTER
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.
