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17300 Preston Road Suite 260 
Dallas, TX 75252

(972) 661-0101

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Future Events

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

You and a guest invited attend a complimentary dinner or breakfast event at Pappadeaux Seafood Kitchen or Crossroads Diner.   

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.

Enjoy this workshop at either date or location below:

Saturday November 11th 9am 10:15 Cross Road Diner-breakfast buffet at 17194 Preston Rd Dallas, Texas 75248 (Preston/Campbell) 

Thursday November 16th  6:30-8:15 pm  Pappadeaux Seafood Kitchen 18349 Dallas Parkway Dallas, Texas 75287 

Please call 214-379-0345 to RSVP or write