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
Retirement Ready Or Not
An Interactive Retirement Planning Workshop
"Retirement, Ready or Not" is an interactive retirement planning workshop designed specifically for people in the critical 12-month window leading up to retirement.
Topics Covered
- Income Replacement
- Healthcare Decisions
- Portfolio Construction
- Risk Management
- Non-Financial Considerations
The SMART Retirement Blueprint® Workshop
A Comprehensive Retirement Planning Experience
A deep-dive workshop walking through all six elements of the SMART Retirement Blueprint® — from vision to tax-conscious planning.
Topics Covered
- SMART Vision & Goal Setting
- Securing Your Financial Foundation
- Healthcare Planning
- Asset & Risk Management
- Tax-Conscious Strategies
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
Retirement Clarity Workshop
Our flagship workshop is a structured, multi-session experience that walks participants through the complete SMART Retirement Blueprint® framework. Attendees leave with a personalized retirement readiness assessment and a clear action plan.
- Comprehensive retirement income analysis
- Social Security optimization strategies
- Healthcare and Medicare planning
- Tax-efficient withdrawal strategies
- Portfolio risk assessment
- Estate and legacy planning basics
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