About this Event
Are you approaching retirement and feeling overwhelmed? Don't know where to start?
You're not alone. Retirement planning can be a complex and daunting process. But it doesn't have to be! Join us for our educational workshop and gain confidence in your choices with expert retirement planning guidance.
This workshop is for anyone who is:
- Approaching retirement
- Already retired
- Just starting to plan
- Well underway in the planning process
Topics covered to get you retirement-ready:
- How Social Security works and maximizing your benefits.
- Taxes in retirement and ways to create tax-free income.
- How to navigate Estate Planning needs (Wills, Tusts, Powers of Attorney, etc.).
- The different types of Medicare plans and how to choose the right one for you.
Hosted by local experts:
- Staci Aldredge, Founder of Integrity Financial and host of the TV show "Retire Smart East Texas" on KLTV
- Dana Parr, President of Advanta Insurance Partners
- Casey Cook, Elder Law attorney with My Texas Estate Plan, PLLC.
By the end of this workshop, you'll be able to:
- Make informed decisions about your retirement.
- Feel confident that you're on the right track.
- Know who to go to when you have questions.
We'll give you the information you need to make the most of your retirement years.
Don't wait any longer to start planning for your future. Secure your spot in our workshop today!
Event Venue & Nearby Stays
UT - Tyler Longview Campus (Room 211), 3201 North Eastman Road, Longview, United States
USD 0.00
