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University of Texas Thompson Conference Center

2405 Robert Dedman Dr
Austin, TX 78712 United States

June 2019

Maximizing Social Security

June 5 @ 6:30 pm - 8:00 pm
University of Texas Thompson Conference Center, 2405 Robert Dedman Dr
Austin, TX 78712 United States
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$39

Utilizing an appropriate claiming strategy for Social Security can dramatically increase your odds of having a successful retirement. When to claim Social Security could be the most important financial decision you will likely make. How old you are when you claim Social Security has a dramatic effect on the monthly benefits you and your spouse (if married) will get for the rest of your lives. Even more important is HOW you claim Social Security. There are 81 different ways to…

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Maximizing Social Security

June 5 @ 6:30 pm - 8:00 pm
University of Texas Thompson Conference Center, 2405 Robert Dedman Dr
Austin, TX 78712 United States
+ Google Map
$39

Utilizing an appropriate claiming strategy for Social Security can dramatically increase your odds of having a successful retirement. When to claim Social Security could be the most important financial decision you will likely make. How old you are when you claim Social Security has a dramatic effect on the monthly benefits you and your spouse (if married) will get for the rest of your lives. Even more important is HOW you claim Social Security. There are 81 different ways to…

Find out more »

July 2019

IRA’s & 401(K)s: Eliminating Mistakes

July 9 @ 6:30 pm - 8:00 pm
University of Texas Thompson Conference Center, 2405 Robert Dedman Dr
Austin, TX 78712 United States
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$39

The U.S. tax law has created a variety of qualified retirement accounts….and a variety of ways to make mistakes utilizing those accounts!  This course identifies the fees, problems, and shortfalls of 401(k)s and 403(b)s.  We will discuss the tax ramifications and penalties of withdrawals, conversions, and RMDs.  There will be an introduction to Morningstar (the investment research firm) to show you how to get detailed information about your funds. Limited Availability - Buy Your Tickets: https://informal.utexas.edu/classes/iras-and-401ks-eliminating-mistakes

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August 2019

Retire Me Right

August 6 @ 6:30 pm - 8:00 pm
University of Texas Thompson Conference Center, 2405 Robert Dedman Dr
Austin, TX 78712 United States
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$39

When you attend one of our Retire Me Right courses, we’ll address your biggest concerns in retirement and teach you the critical and essential basics for a life-long successful retirement. Our courses are taught nationwide by an unbiased Fiduciary licensed instructor. The course is designed for those 50 years or older and will allow you to master your own finances by learning cost saving methods and smart retirement strategies. Learn the following: Never run out of money in retirement Increase…

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Evidence-Based Investing (EBI)

August 28 @ 6:30 pm - 8:00 pm
University of Texas Thompson Conference Center, 2405 Robert Dedman Dr
Austin, TX 78712 United States
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$39

There is substantial evidence about how difficult it is to pick & trade stocks, while breaking-even or exceeding the overall performance of the market. One of the best tools for improving investment practices is Evidence-Based Investing (EBI). EBI involves the judicious use of current best evidence and applies it towards each investor’s specific needs. This challenges financial strategies on portfolios, in order to formulate optimal investing solutions. The goal of EBI is to maximize your after-tax returns, while minimizing risk…

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