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17300 Preston Road Suite 260 
Dallas, TX 75252

(972) 661-0101

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Educational Events

"Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income."

Presented at The OLLI-Osher Lifetime Learning Institute at the University of North Texas-New College at Frisco  2811 Internet Blvd. Frisco, Texas 75034


Social Security is more complicated than most people realize. The decisions you make now can have a tremendous impact on your retirement income. You are cordially invited to attend a very special workshop:

At this one-hour workshop you will learn:

  • Why you should check your earnings record for accuracy
  • How to estimate your benefits
  • Five factors to consider when deciding when to apply for benefits
  • When it makes sense to delay benefits -- and when it does not
  • 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 will also receive a copy of The Baby Boomer's Guide to Social Security -- a comprehensive reference addressing common questions and issues, including proposals for reform.

Join the age 50 plus crowd at the OLLI and enjoy this workshop on one the following Saturdays at UNT New College Frisco 2811 Internet Blvd Frisco, Texas 75034

February 10 1:00-2 PM

March 31  1:00-2 PM

April 14 1:00- 2 PM


Please call 214-379-0345 to RSVP or write for more information