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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Social Security Workshop at Keller Public Library

August 11, 2010 By Jean Keener, CFP, CRPC

I am conducting a free workshop on social security planning strategies at the Keller Public Library on Tuesday, August 17 at 6:30 pm.  The session will cover what baby boomers need to know to maximize their retirement income.   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

Seating is limited, so please RSVP to [email protected] to ensure your space.

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

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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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