Thursday, June 8 • 6:30pm WB Community Center, 2106 Klattenhoff
Plan to join us for the final FOL adult educational program in the Financial Foundations series. As highlighted in the earlier sessions, the main focus of this program is to educate all age groups on the foundations of personal finance and how to maximize your resources. Nothing will be sold. This is a FREE workshop, offered to the entire Wells Branch community. Light refreshments will be provided.
Our final session on Family Law and Estate planning will take place on June 8th and will be lead by Mr. Brad Wiewel, a Board Certified Texas estate planning attorney with a state-wide practice with offices in nearby Georgetown. The Wiewel Law Firm is dedicated to providing legal guidance and planning in the areas of Estate Planning and Elder Law. For more information, visit: texastrustlaw.com.
At this meeting, learn how to apply basic estate planning strategies to help secure your hard earned financial resources:
legal documents and a basic estate plan everyone should have on file regardless of age
ways to help secure hard-earned finances for the future
how to balance the costs and financial concerns of extended family situations (elder care, dependent care for disabled family members, etc.
learn what happens if you do nothing (e.g. fail to plan)
Start planning now to attend this final session and develop your plan for financial success.
Calling all photographers; amateur to professional, the Friends of the Wells Branch Library is holding its second annual contest searching for the 16 photos to grace our 2018 calendar. Your photo could be a WINNER!!
Photos of Idyllic views, people, activities and events, whatever you think best applies to the theme “Best of Wells Branch” to be included in our 15 month calendar for 2018.
Complete rules and submission guidelines HERE. Contest ends June 30, 2017.
Basic Investment Strategies for Long Term Financial Goals
Tuesday, May 23 • 6:30pm
WB Community Center, 2106 Klattenhoff
Family Law & Estate Planning
Thursday, June 8 • 6:30pm
WB Community Center, 2106 Klattenhoff
Join us for the final two FOL adult educational programs in the Financial Foundations series. The main target phrase that has emerged from this educational series is: “Failing to plan now for the future, leads to a plan that fails later when you need it the most.”
Plan to join us for the next FOL adult educational program in the Financial Foundations series from 6:30-8:00pm at the WB Community Center, 2106 Klattenhoff Drive. Light refreshments provided by the WBNA.
Session 3 (April 13): Insurance as a Financial Resource
The third session is being lead by Ms. Carmina Eaton. Ms. Eaton is a highly respected local area State Farm agent and a long time member of the Wells Branch community. Carmina and her support team offer a full range of insurance based financial solutions.
Learn how to better manage the risk factors that can damage your financial foundation
Discover how various insurance tools can help you plan for the future
Explore the financial strategies in the ‘Pyramid of Needs”
Examine the details of long term care insurance vs. other forms of life insurance
Discover “Hidden Planning Tricks” to help you achieve your financial dreams and goals
If you missed our 1st session, do not worry you can always catch up. The second session is being lead by the same team (Senior Tax Advisors) with more educational information on the “best practices” to help manage any level of retirement resources. Remember, it’s what you don’t know that can lead to a missed opportunity. Here are the details:
Session 2 (MAR 30th): How to maximize your 401k, pensions and IRAs benefits
·How other retirement benefits and payouts work in tandem to maximize your Social Security benefits
·How to avoid making poor choices early in the game, that impact the overall pay out
·Maximize lifetime benefits through longer term strategies
·Alternate plans if you have limited resources
·All attendees will be able to sign up for a FREE 2 hour customized planning session with the team from Senior Tax & Insurance Advisors
SAVE the DATE: Thurs, MAR30th, 6:30 – 8:00 pm, WBCC on Klattenhof
Light refreshments will be provided
Financial Foundational Series 1
Session 1: Social Security: The new rules and how they apply to you Thursday, February 23, 6:30–8:00pm WB Community Center, 2106 Klattenhoff Guest Speaker: Philip D. Capriotti, Sr. Cost: No Fee — Download SAMPLE REPORTS / DOCUMENTS below
Ready to start learning more about personal finance? You don’t have become a financial advisor or a Wall St. wizard to master some key financial fundamentals. Often, it is what you don’t know or after the fact that teaches the hardest lessons learned. Monthly income from social security is only one brick in your financial model. Invest a little of your time to maximize your benefits.
How the new laws “changes the game”
How to avoid making poor choices early in the game, that impact the overall pay out
Maximize lifetime benefits
Delayed retirement credits
Key points to help manage tax impact on social security income
ADDITIONAL BENEFITS for ATTENDEES (Please note nothing will be sold during the event)
Social Security Maximization Report – 2 hour consultation with our Social Security Specialist to create and review their own individualized Social Security Maximization report and answer their individual questions
Retirement Income Planning Report – consult and report with our CEO, Philip D. Capriotti, Sr.
Personal Pension & RMD Distribution Planning Report – consult and report with our CEO, Philip D. Capriotti, Sr.
Income Tax Reduction Review – consult and report with our CEO, Philip D. Capriotti, Sr.
In addition to hosting the educational seminars, we have established a new Google Group for the complete learning program. All materials provided at each session, plus additional reference materials will be made available through the Google group (via Google drive).
We will be collecting contact information at each event. Email Margaret Sufke at firstname.lastname@example.org to be added to the Google group for this educational series.
See you this Thursday evening at 6:30 pm at the Wells Branch Community Center. Remember the more you learn about what you don’t know, the fewer and less costly mistakes you will make.
The Friends of the Library are working with local professionals to present an informative Financial Foundational Series. We will have a series of topics that provide the educational building blocks for each of the key financial planning components.
There is NO cost for this series. Nothing will be sold during the classes. Increase your financial knowledge in areas which may be lacking. Invest a little time and attend the sessions. You will have a better understanding of how the individual financial components work together to create a successful long term financial plan. The initial topics include: Continue reading Financial Foundational Series Overview→