Our fall schedule for retirement planning workshops at the Keller Public Library has just been released. The series is entitled Countdown to Retirement and is designed for individuals and couples within 5 – 10 years of retirement. During the workshop sessions you will learn about the tools and information you will need to plan for a comfortable retirement.
Classes will be held at 12:30 on Saturdays in October and November.
October 18, Part I: Creating your Retirement Plan
This session will cover how to maximize tax-efficiency in saving for retirement, assessing when it’s time to retire, building a retirement budget, and making decisions on possible long term care funding needs.
October 25, Part II: Maximizing your Social Security Benefit
Attendees will learn how to increase their retirement income by making smart decisions on social security benefits. We’ll cover how to decide when to file, filing strategies for couples, and how to plan for taxes on your social security benefit.
November 1, Part III: Investing in Retirement
Attendees will learn how to adjust their portfolio to shift from accumulation to distribution and steps they can take to minimize the effect of a market downturn on their retirement plans. We’ll also cover the basics of how to build a low-cost retirement portfolio.
Time: 12:30 pm – 1:30 pm
Date: Saturdays October 18 – November 1
Location: Keller Public Library
RSVP: Please RSVP to [email protected].
If you feel you need a financial check-up or second opinion for your retirement planning, the financial advisors at Keener Financial Planning are here to assist you! Keener Financial Planning provides fee only financial planning services in Dallas, Fort Worth and Keller, TX. Please give us a call at 817-993-0401 or fill out our contact form to get in touch with us!