Free Retirement Planning Seminars in Upstate South Carolina
Stewart Smith, LUTCF®, RICP® , author of Live a Fuller, Richer Retirement and the ClearPath Retirement Planning team host free, public Retirement Income, Tax planning, Estate Planning Strategies seminars across Greenville and Upstate South Carolina.
Learn how South Carolina pre-retirees and retirees can reduce taxes in retirement, structure their estate, and build a retirement income plan that lasts.
See calendar of upcoming events at the bottom of this page.
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Upcoming Retirement Planning Events
A lot is shifting in the financial world right now ... new tax law, market uncertainty, questions about what it all means for the money you've worked hard to build.
If you've been wondering whether your current plan still holds up, this evening is for you.
9/15/2026
Social Security Strategies
2pm
-
3pm
Library
9/15/2026
Social Security Strategies
We'll cover:
When it makes the most sense for you and/or your spouse to start drawing benefits
How much of your Social Security may be ...
2pm
-
3pm
Library
9/16/2026
Social Security Strategies
2pm
-
3pm
Library
9/16/2026
Social Security Strategies
At the Five Forks Branch
We'll cover:
When it makes the most sense for you and/or your spouse to start drawing benefits
How much of your...
2pm
-
3pm
Library
9/22/2026
Understanding Different Retirement Strategies
6:30pm
-
7:30pm
Chophouse 47
9/22/2026
Understanding Different Retirement Strategies
Dinner Seminar by invitation Only
6:30pm
-
7:30pm
Chophouse 47
9/24/2026
Understanding Different Retirement Strategies
6:30pm
-
7:30pm
Chophouse 47
9/24/2026
Understanding Different Retirement Strategies
Dinner Seminar by invitation only
6:30pm
-
7:30pm
Chophouse 47
10/6/2026
Understanding Different Retirement Strategies
6:30pm
-
7:30pm
City Range
10/6/2026
Understanding Different Retirement Strategies
Dinner seminar by invitation only
6:30pm
-
7:30pm
City Range