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.
Free Live Webinar:
One Major Care Event Could Undo Everything You’ve Saved
Nearly 70% of people turning 65 will need some form of care in their lifetime.
Join Stewart Smith for a free webinar that shows what long-term care really costs, where Medicare and Medicaid fall short, and how today’s hybrid solutions can protect your retirement assets without the “use-it-or-lose-it” risk of traditional policies.
Register below for our upcoming educational webinar
Tuesday, August 4, 2026 at 6 PM ET

1/6
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.
Saskatoon Steakhouse
Dinner Seminar by invitation only
Saskatoon Steakhouse
Saskatoon Steakhouse
Dinner Seminar by invitation only
Saskatoon Steakhouse
Library
Pelham Rd Branch
Free to the public
Here's some of what we'll walk through:
- What the "Big Beautiful Bill" could mean for your retirement ...
Library
Library
Pelham Rd Branch
Free to the public
Here's some of what we'll walk through:
- What the "Big Beautiful Bill" could mean for your retirement...
Library
T&S Farms, Leesville, SC
Dinner Seminar by invitation only
T&S Farms, Leesville, SC
If you're thinking about retirement and want something useful to take with you today, we've put together a few free guides covering the topics we hear most from families across Upstate South Carolina.
Social Security timing. Protecting your savings from fraud. The critical decisions in the years right before you retire.
Copyright © 2026 ClearPath Retirement Planning, LLC - All Rights Reserved.
Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through ClearPath Retirement Planning, LLC, and Alphastar Capital Management is not involved in the offer, recommendation, sale, or management of commission-based fixed Insurance products. Alphastar Capital Management and ClearPath Retirement Planning, LLC are separate and independent entities. This is for informational purposes only and is not intended as legal, tax, or investment advice or a recommendation of any particular security, investment product, or investment strategy.
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