Learn. Plan. Retire Better.
Our workshops and events are designed to give you the knowledge, clarity, and confidence to take the next step in your retirement journey — in a no-pressure, educational environment.
What Makes Our Workshops Different
Small Group Setting
Intimate workshops capped at 20 attendees so you get real answers to your real questions.
Actionable Content
Leave with a clear picture of where you stand and concrete next steps — not just theory.
No Sales Pressure
Our workshops are educational events. There's no pitch, no pressure, and no obligation.
Local & Virtual Options
Join us in person at our Huntersville classroom or virtually from anywhere in the country.
Register for an Upcoming Workshop
5 Decisions. A Million-Dollar Difference.
A Free 60-Minute Retirement Planning Workshop
Retiring in the next 5 years? The five decisions covered in this workshop — Social Security timing, healthcare bridging, asset organization, risk protection, and tax efficiency — can collectively represent a million dollars or more in retirement wealth. This free 60-minute class is built for families who want clarity, not a sales pitch. You'll leave with a concrete picture of where you stand and exactly what to do next.
Topics Covered
- When to claim Social Security (and what it costs to get it wrong)
- Bridging the healthcare gap before Medicare
- How to organize your assets for reliable income
- The three risks that derail most retirements
- The Roth conversion window and the tax torpedo
Will Your Retirement Plan Hold Up When Life Gets Real?
A 90-Minute Paid Workshop for Families Within 10 Years of Retirement
Most retirement plans look great on paper. This workshop is about whether yours will actually hold up when markets drop, life changes, and the decisions that matter most have to be made. Includes the SMART Retirement Blueprint® Workbook.
Topics Covered
- Why most retirement plans fail
- Income security and sequence-of-returns risk
- The 7 risks that quietly derail retirements
- Lifetime tax efficiency strategies
- The SMART Retirement Blueprint® process
Virtual Retirement Planning Consultation
One-on-One Strategy Session
Prefer a one-on-one conversation? Schedule a private virtual consultation with Jason to discuss your specific retirement planning needs.
Topics Covered
- Personal retirement assessment
- Custom blueprint overview
- Q&A with Jason Rindskopf
- Next steps and action plan
Will Your Retirement Plan Hold Up When Life Gets Real?
A 90-minute paid workshop built around one question: will your retirement plan actually hold up when markets drop, life changes, and the decisions that matter most have to be made? Attendees leave with a personalized workbook and a clear picture of where their plan is strong and where it is exposed.
- Why most retirement plans fail in the real world
- The income security framework that eliminates spending anxiety
- The 7 risks that quietly derail even well-funded retirements
- How to reduce lifetime tax drag through coordinated planning
- The SMART Retirement Blueprint® process explained
- Includes the SMART Retirement Blueprint® Workbook
What Past Attendees Say
"I finally feel like I have a real plan. Not just a portfolio — an actual plan for my life."
Workshop Attendee
Huntersville, NC
"Jason has a gift for making complex topics feel simple and actionable. Best financial event I've ever attended."
Workshop Attendee
Lake Norman, NC
"I came in overwhelmed and left with clarity. The workshop changed how I think about retirement."
Workshop Attendee
Charlotte, NC
Book a Free Consultation
Get the same personalized attention in a one-on-one virtual or in-person consultation with Jason. No group setting, no waiting — just a focused conversation about your retirement goals.
Book a Free Consultation