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 March–April 2026
March 19, 2026 (1 event)
March 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 March–April 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.
