How to Maximize Social Security Benefits
February 7, 2011 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
Baby boomers, learn how to maximize your social security benefits and about recent changes to the social security program. I am conducting a free social security strategy workshop at the Keller Public Library on Tuesday, February 15 at 6:30 pm. It’s designed for baby boomers to help you maximize your retirement income. We will cover:
- 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
You are welcome to attend and bring your questions! Please RSVP to library@cityofkeller.com for planning purposes.
Women & Money: Seminar at GKWC Luncheon
January 6, 2009 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
I’ll be speaking at the January Greater Keller Women’s Club luncheon on Women & Money. As women, we have unique challenges and opportunities when it comes to relating to and managing money. Among the challenges, we tend to live longer and earn less than men and are sometimes hesitant to take ownership of our financial situation. Among the opportunities, we tend to stick to a plan once we have it and get better long-term investment results than men (this isn’t just me saying this — there’s data! But don’t worry, men, you can use the same time-proven techniques to avoid the pitfalls that caused the statistical variance). Once we’re aware of these trends, it can help us avoid pitfalls and plan to fund the life we want.
Guests are welcome at the luncheon. An RSVP by noon on January 16 is required to rsvp@gkwc.org.
Wednesday, January 21, 2009 Social: 11:00 a.m. Lunch: 11:30 p.m. Cost: $14 Timarron Country Club 1400 Byron Nelson Parkway Southlake, TX 76345 I’d love to see you there!Free Seminar, Jan. 5: Retirement Savings
December 2, 2008 by Jean Keener, CFP, CRPC, CFDS · Leave a Comment
Where: Keller Public Library (640 Johnson Rd., Keller, TX)
When: Monday, January 5, 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.
Free Seminar — Are You Saving Enough for Retirement?
November 2, 2008 by Jean Keener, CFP, CRPC, CFDS · 1 Comment
Where: Keller Public Library (640 Johnson Rd., Keller, TX)
When: Monday, December 1, 2008, 6:30 to 8:00 p.m.
Limited Space. Reservations Recommended. Call (817) 743-4840 to reserve your seat.
Take a realistic look at your progress toward a secure retirement. 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.