Social Security Workshop at Keller Public Library

August 11, 2010 by Jean Keener, CFP, CRPC, CFDS 

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.

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