Educational Events
Join Us for an Educational Event
The Retirement Smith hosts complimentary educational workshops right here in Fredericksburg, Virginia for retirees and pre-retirees who want a clearer picture of their financial future. Our events are designed to be practical, not promotional — you'll leave with a stronger understanding of retirement planning and insurance planning, and the steps that matter most for your situation.
Please check back — there are no public events scheduled at this time. To be notified as soon as the next Fredericksburg workshop is on the calendar, register below and we'll reach out the moment dates are confirmed.
What Our Events Cover
Each session is grounded in the real questions we hear from Fredericksburg-area families. Common topics include:
Retirement Planning
How to build a coordinated retirement income plan that blends Social Security, pensions, investments, and insurance into a clear, sustainable strategy for the years ahead.
Insurance Planning
Understanding Medicare, long-term care, and life insurance options so the coverage you carry actually matches the risks you face in and around retirement.
Social Security Strategies
When to claim, how spousal and survivor benefits work, and how your filing decisions ripple across taxes and lifetime income.
Income & Tax Planning
Structuring withdrawals from pre-tax, Roth, and taxable accounts to help manage your tax bracket and keep more of what you've saved.
Register for an Educational Event
Reserve your spot and we'll let you know as soon as the next event is on the calendar in Fredericksburg, VA.
Prefer to meet one-on-one first? Schedule a complimentary assessment or call us at (540) 371-9777. Our office is at 541 William Street, Suite B, Fredericksburg, VA 22401.
