Educational Workshop at Science Spectrum Lubbock
November 17 @ 11:00 am - 1:00 pm
Join us for a special workshop that covers all you need to know to thrive in retirement. Held at The Science Stage in the beautiful Science Spectrum Museum in Lubbock TX, this workshop is designed for those that are at or near retirement.
Workshop Topics include:
Social Security
- When and How you should file to get the maximum benefit available to you.
- How will working affect your benefits.
- How to file in the event of a divorce.
- How do teachers benefit from the 2025 Secure Act and what does it mean for your benefits.
Estate Planning
- What are the main differences between a Will and a Trust.
- How should you structure your beneficiaries to avoid leaving them a tax burden.
- What steps can you take now to get a plan in place.
Taxes In Retirement
- What hidden taxes could hurt your retirement income plan
- How financial vehicles dictate your available retirement income
- When can you retire and how much will you need?
Register for one of two convenient days. November 17th and 19th from 11am-1pm
Guests must register in order to reserve your spot.
Receive a FREE Gift valued at $25 just for attending.