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The Retire Smart Process


Not sure where to begin? Attend one of our educational events or start with Step 1 of the Retire Smart Process: A time-tested pathway for you to learn what you need to know and what you need to do now to plan for retirement. As a result of our process, you may become more optimistic and confident about your retirement years and improve your overall retirement experience.

Step 1: Discovery Meeting

Step 2: Design a plan

Step 3: Implement

Step 4: Monitor