Social Security Workshop at Keller Public Library
August 11, 2010 by Jean Keener, CRPC, CFDP · Leave a Comment
I am conducting a free workshop on social security planning strategies at the Keller Public Library on Tuesday, August 17 at 6:30 pm. The session will cover what baby boomers need to know to maximize their retirement income. Attendees will learn:
- 5 factors to consider when deciding when to apply for benefits
- Why you should always check your earnings record for accuracy
- How to coordinate benefits with your spouse
- How to minimize taxes on Social Security benefits
- How to coordinate Social Security with your other sources of retirement income
Seating is limited, so please RSVP to library@cityofkeller.com to ensure your space.
July 2010 Personal Finance Newsletter
July 15, 2010 by Jean Keener, CRPC, CFDP · Leave a Comment
The July 2010 financial planning newsletter is now available. Topics include today’s investment market conditions, low mortgage interest rates, college scholarship strategies, required minimum distributions for 2010, and a reminder on staying vigilent against identity theft. An invitation to July’s free personal finance workshop on college savings strategies at the Keller Public Library is also included. The workshop is scheduled for Tuesday, July 20 at 6:30 pm. Click here to view the newsletter.
Keller Public Library Free Investing Workshop
April 21, 2010 by Jean Keener, CRPC, CFDP · 1 Comment
Common Investing Mistakes and How to Avoid Them
Free Investing Workshop at Keller Public Library on Tuesday, May 18 at 6:30 pm.
This workshop will cover the fundamentals of successful long-term, goals-based investing. Effective investing doesn’t have to be complicated, but with so much information available, it can be difficult to tell fact from fiction. This workshop will reveal common pitfalls and investing myths and share information on how to avoid them. Space is limited and registration is encouraged to ensure your space. RSVP to tchiv@cityofkeller.com.Keller Public Library Free Retirement Workshop
March 29, 2010 by Jean Keener, CRPC, CFDP · Leave a Comment
Your Retirement Savings Game Plan
Free Workshop at Keller Public Library on Tuesday, April 20 at 6:30 pm.
Designed for individuals and couples who are pre-retirement, we will cover how much you need to save for retirement and the best types of accounts to use for different situations for investment options and tax efficiency. We will also go through some worksheets to determine if you are on track with your current level of retirement savings. Space is limited and registration is encouraged to ensure your space. RSVP to tchiv@cityofkeller.com.Free Financial Advice in Keller
September 8, 2009 by Jean Keener, CRPC, CFDP · 1 Comment
Free financial advice will be available to residents of Keller, TX for Financial Planning Week October 5-12, 2009. Many individuals and families are facing financial challenges or uncertainty right now. Retirement plans are shifting. Investments are volatile. Jobs are less secure. And debt is a bigger issue than ever. In this environment, people are hungry for reliable, objective financial advice.
Keener Financial Planning has partnered with the Greater Keller Chamber of Commerce to provide two informational
financial workshops at Keller Town Hall on Tuesday and Thursday evening, October 6 and 8 from 5 to 6:30 pm. Both workshops are free and open to the public. Tuesday evening’s topic is Financial Tranquility: Get Back to the Basics for a Stress-Free Financial Life. Thursday’s topic is 7 Mistakes Smart Investors Make and How to Avoid Them. There is limited space available, so attendees are encouraged to RSVP to info@keenerfinancial.com to reserve their seat. Light refreshments and door prizes will be provided.
Keener Financial Planning will also be offering Free Financial Advice Friday on October 9. I will be providing pro bono financial advice and coaching sessions all day at my office in Keller. Times will be by appointment on a first-come, first-serve basis. To participate in Free Financial Advice Friday, email info@keenerfinancial.com to request a time.
The purpose of Financial Planning Week is to raise awareness of the importance of financial planning in all of our lives and the value of getting objective advice to help you achieve your financial goals and dreams. Please join me for one of these events and help spread the word about how a solid financial plan helps create a secure future. Thank you!
Women & Money Seminar
July 30, 2009 by Jean Keener, CRPC, CFDP · Leave a Comment
I’ll be speaking to the Southlake Chamber of Commerce WIN (Women in Networking) meeting at 11:30 am on Wednesday, August 26.
Women have unique opportunities and challenges with money! Women tend to live longer and earn less than men, but according to some recent studies may actually be better investors.
This interactive quiz will engage you in thinking about some of the biggest financial opportunities in your life and raise your antennae on some of the pitfalls to avoid. We’ll also discuss one of the biggest challenge Moms face – balancing saving for retirement and college.
Come prepared to have fun and participate — guessing at answers even if you don’t them will be encouraged! And after we throw out all the crazy answers, we’ll make sure everyone knows the right answer so you walk out the door with solid information to make smart financial decisions.
Where: Southlake Chamber of Commerce (1501 Corporate Circle, Suite 100, Southlake, TX)
When: Wednesday, August 26, 11:30 am
Limited Space. Reservations Recommended. Visit www.SouthlakeChamber.com to reserve your seat.
Free Financial Webinars
July 10, 2009 by Jean Keener, CRPC, CFDP · 3 Comments
The National Association of Personal Financial Advisors is starting a new series of free webinars on various financial topics including Money 101, Kids & Money, Investing Basics, Protecting What you Have, and more. These sessions are designed to provide a convenient, accessible way to get financial information to help you most effectively manage your finances. Each one is instructed by one of my fellow NAPFA members. The first session is August 7. For the full schedule and to RSVP, visit NAPFA’s website.
Free Financial Advice Bus Tour in D-FW
February 6, 2009 by Jean Keener, CRPC, CFDP · Leave a Comment
Mark your calendars for February 23 from 11:30 to 1:30. The national Your Money Bus tour will be making a stop at a place near and dear to my heart – Southlake Central Market. Local financial advisors, including me, will be there to answer your financial questions at no charge.
We’re all keenly aware of the economic challenges our country and many individuals are facing right now. An unstable economy, rising unemployment rates and home foreclosures continue to impact residents throughout our area.
To help individuals address these issues, we’ll be delivering complimentary financial advice from independent registered investment advisors along with free educational materials focusing on savings and debt reduction.
Central Market has generously agreed to host the bus, and will be providing space in their cooking school for the complimentary financial sessions. It will be a great opportunity to get your questions answered in a fun, upbeat atmosphere. Thanks to Central Market’s Community Relations Manager Ren Knight for arranging the stop!
The bus tour itself is presented by the National Association of Personal Financial Advisors Foundation, Kiplingers, and TD Ameritrade. The bus will also be making stops at UT Arlington and in Dallas. Here’s the full schedule:
9:00 am to 11:00 am – Free advice event at the Center for Continuing Education and Workforce Development at the University of Texas at Arlington (140 W. Mitchell Street, Arlington, TX). Bring your financial questions and get them answered by a financial advisor.
11:30 am to 1:30 pm – Free advice event at the Central Market Southlake (1425 E. Southlake Blvd, Southlake, TX). Bring your financial questions and get them answered by a financial advisor.
2:00 pm to 5:00 pm – Free advice event at the J Erik Jonsson Central Library (1515 Young Street, Dallas, TX). Bring your financial questions and get them answered by a financial advisor.
IOUSA on CNN this weekend
January 8, 2009 by Jean Keener, CRPC, CFDP · Leave a Comment
I just learned that IOUSA will be airing on CNN this weekend. I plan to set the DVR to make sure I get to watch it. It’s a documentary about America’s addiction to debt that’s received outstanding reviews. Here’s the info:
The public has spoken, and we’ve listened. In response to demand for information about our country’s financial challenges, CNN/U.S. will air the broadcast premiere of the acclaimed documentary I.O.U.S.A. on on Saturday, January 10 at 2:00 p.m. EST and on Sunday, January 11 at 3:00 p.m. EST. Accompanying the documentary will be an unscripted panel discussion with policy leaders about various economic solutions currently under consideration.
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This exclusive televised event will air only on CNN, and will be hosted by Ali Velshi and Christine Romans, co-anchors of CNN’s Your $$$$$, the network’s weekend business roundtable program. |
Throughout I.O.U.S.A.’s broadcast premiere, Velshi and Romans will engage a distinguished group of panelists, including Pete Peterson, Chairman of the Peter G. Peterson Foundation and former U.S. Commerce Secretary; Dave Walker, President and CEO of the Peter G. Peterson Foundation and former U.S. Comptroller General; Alice Rivlin, noted economist and former Director of the Office of Management and Budget; and Bill Bradley, a Managing Director of Allen & Company and former U.S. Senator and Democratic presidential candidate, in discussions about issues raised in the film and their ties to current economic events.
Learn more about the film at www.IOUSAtheMovie.com. And be sure to spread the word about the U.S. broadcast premiere!
Free Retirement Planning Seminar: March 30
January 6, 2009 by Jean Keener, CRPC, CFDP · Leave a Comment
Where: Keller Public Library (640 Johnson Rd., Keller, TX)
When: Monday, March 30, 2009, 6:30 to 8:00 p.m.
Limited Space. Reservations Recommended. Call (817) 743-4840 to reserve your seat.
Figure out how much you need to save for retirement. Take a realistic look at your progress, and get the tools to build a solid plan and the peace of knowing you’re taking care of this important part of your future. Presented by: Jean Keener
See all Seminars where I’m speaking here.