I’m pleased to announce the schedule for my first quarter 2013 Keller Personal Finance Workshops. The series is entitled Countdown to Retirement and is designed for individuals and couples within 5 – 10 years of retirement.
January, 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.
February, 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.
March, 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: 6:30 pm, 3rd Tuesday of the month
Location: Keller Public Library
RSVP: Please RSVP to [email protected].