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]

  • About Us
    • Our Company
    • Our Services
    • Our Process
    • Meet our Team
    • Affiliations
    • Fee Schedule
    • Disclosure
  • Financial Planning
    • Planner Interview Questions
    • How Planners Are Paid
  • Resources
    • Client Log-In
    • Forms
  • Blog
  • Contact Us

Keller Social Security Planning Workshop

July 18, 2011

Social Security Filing StrategiesI am conducting a free social security strategy workshop at the Keller Public Library on Tuesday, July 19 at 6:30 pm.

It’s designed for baby boomers to help you maximize your retirement income. If you are 55 or older, have not yet filed for social security, and live in or around Keller, you should strongly consider attending this financial information session.  Attendees will learn:

  • 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.

A copy of “The Smartest Retirement Book You’ll Ever Read” by Daniel Solin will also be given away.

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

Free E-Newsletter

Email Newsletter

Sign up to receive free financial planning email updates. We'll never sell your address or spam you.

Latest from Facebook

Comments Box SVG iconsUsed for the like, share, comment, and reaction icons
Keener Financial Planning
3 weeks ago

Reading this blog from UK Financial Planner Dan Haylett may cause you to ask us to update your financial plan. Let us know if we need to chat! ...

Shared link preview image

Your 12 Good Years

www.humansvsretirement.com

Here’s a number that should change how you think about retirement: 12.Not 30. Not 25. Not even 20.12That’s how long the average healthy 60-year-old has before their mobility, energy, and independe...
View on Facebook (opens in a new tab)
· Share
Share on Facebook (opens in a new tab) Share on Twitter (opens in a new tab) Share on LinkedIn (opens in a new tab) Share by Email (opens in a new tab)
Keener Financial Planning updated their cover photo.
4 weeks ago

...

View on Facebook (opens in a new tab)
· Share
Share on Facebook (opens in a new tab) Share on Twitter (opens in a new tab) Share on LinkedIn (opens in a new tab) Share by Email (opens in a new tab)
Keener Financial Planning
1 month ago

The summer 2026 financial planning newsletter is now available. In addition to our investment update and mid-year financial considerations, we share an overview of Trump / 530A accounts including how to find out if your children are eligible for any free money. We also answer the question: “Does your financial planner care how you spend your money?” And, we share reflections on what the World Cup and financial planning have in common. ...

Shared link preview image

Summer 2026 Financial Planning Newsletter - Keener Financial Planning

keenerfinancial.com

Trump / 530A accounts, World Cup Reflections, Spending Matters, and Investing Market update in our Summer 2026 financial planning newsletter.
View on Facebook (opens in a new tab)
· Share
Share on Facebook (opens in a new tab) Share on Twitter (opens in a new tab) Share on LinkedIn (opens in a new tab) Share by Email (opens in a new tab)

Discuss if we’re a good fit for you

Contact Us

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

  • Email
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter

FORM CRS RELATIONSHIP SUMMARY (ADV Part 3) · Copyright © 2026 Keener Financial · All Rights Reserved