Keener Financial Planning

Keener Financial Planning is a Fee only Certified Financial Planner in Dallas, Ft. Worth, and Keller, TX. Call us to schedule today at (817) 993-0401.

817-993-0401 | [email protected]

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How to Maximize Social Security Benefits

February 7, 2011

Social security planning for baby boomersBaby 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 [email protected] for planning purposes.

Filed Under: News, Retirement, Seminars & Events, Your Finances Tagged With: retirement income, seminars, social security

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Keener Financial Planning
1 week ago

Looking forward to sharing college planning insights in Hurst!Dream Big with 529 Plans! 💸💰

Celebrate 5th Fri-Yay with us! This 5/29, we’ll be reading stories about saving money and making a DIY piggy bank craft. While the kids create, grown-ups can learn the basics of 529 Plans from Keener Financial Planning professionals.

📅 Friday, May 29
🕥 10:30-11 a.m.
📍 Program Room East

#CheckOutHurst #HurstPublicLibrary #HPLYouth #5thFriYay #529Plan #CollegeSavingsFund
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Keener Financial Planning
2 weeks ago

We will be closed at 3:00 pm on Friday, May 22nd through Monday, May 25th in honor of Memorial Day. ... See MoreSee Less

We will be closed at
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Keener Financial Planning
2 weeks ago

There are a few spots available for our Day in the Life of a Financial Planner Series on Tuesday, June 2nd at 11:00 am. Please email [email protected] to RSVP. ... See MoreSee Less

There are a few spot
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Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

Satellite Office:

2626 Cole Avenue, 3rd floor
Dallas, TX 75201

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