Social Security Workshop at Keller Public Library
August 11, 2010 by Jean Keener, CFP, CRPC, CFDS · 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.
Keller Public Library Free Retirement Workshop
March 29, 2010 by Jean Keener, CFP, CRPC, CFDS · 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.