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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.

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Keller Retirement Planning Workshops 2013 Schedule

November 12, 2012 By Jean Keener, CFP, CRPC

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.

Details

Cost: Free

Time: 6:30 pm, 3rd Tuesday of the month

Location: Keller Public Library

RSVP: Please RSVP to [email protected]

 

 

Filed Under: Investing, News, Retirement, Seminars & Events, Your Finances Tagged With: Investing, Keller retirement workshop, Retirement, social security

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Keller, TX 76248

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

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