Strittmatter Wealth Management Sessions
Wills, Trusts & Estate Planning
It is often one of the last items that people take care of because of procrastination or confusion about what is needed. Now, more than ever, it is important to have a sound estate plan in place. Without an estate plan, you lose control of the distribution of your estate, and you may incur unnecessary costs and taxes.
COURSE DATES:
June 20, 2025 (1:00pm-4:00pm)- CAB 317
June 27, 2025 (1:00pm-4:00pm)- CAB 317
October 17, 2025 (1:00pm-4:00pm)- CAB 317
October 24, 2025 (1:00pm-4:00pm)- CAB 317
COST $69.00 + bring a guest FREE
Getting Ready for Retirement
The financial landscape is always changing. New tax laws are taking effect, the stock market is experiencing unprecedented volatility and the cost of healthcare is rising. Now, more than ever, it is important to have sound financial strategies in place to ensure a successful retirement.
COURSE DATES:
April 10, 2025 6:00pm-9:00pm)- CAB 121
May 1, 2025 6:00pm-9:00pm)- TBD
May 9, 2025 6:00pm-9:00pm)- TBD *note – this session is on Friday
August 7, 2025 (6:00pm-9:00pm)- CAB 317
October 23, 2025 (6:00pm-9:00pm)- CAB 317
COST: $69.00 + bring a guest FREE
Social Security Secrets
Learn to how to make the most of your Social Security benefits.
The risk of disability or premature death is greater than many people realize. Some 7% recent entrants to the labor force will die before reaching the full retirement age, and many more will become disabled. Social Security provides a foundation of income on which workers can build to plan for their retirement. It also provides valuable social insurance protection to workers who become disabled and to families whose breadwinner dies.* Learn the modern realities of Social Security and how it fits into Retirement Planning.
COURSE DATES:
April 17, 2025 (6:00pm-9:00pm)- CAB 121
August 14, 2025 (6:00pm-9:00pm)- CAB 317
October 30, 2025 (6:00pm-9:00pm)- CAB 317
COST: $69.00 + bring a guest FREE
Medicare and You
Take a deep dive into traditional and replacement Medicare, as well as how to handle needs beyond what Medicare will cover. We’ll examine real examples of how the program works, use of Medicare for specific needs, and coverage of costs when Medicare shuts off. If you are now on Medicare, are approaching Medicare eligibility, or considering Medicare benefits for a loved one, this is a course for you. It will give you a firm grasp of how to maximize your benefits, what types of plans are available, and as a bonus, how to keep marketers from calling you so much!
Through Tarleton State University’s Office of Extended Education and Workforce Development, Medicare and You classes are taught at our Tarleton Fort Worth Campus for your convenience. Cassie Walden, an experienced Insurance Broker specializing in Medicare and Retirement, leads this in-person session.
COURSE DATES:
4-Part Series –
Friday, May 9th, 2025 – 2:00pm-4:00pm
Friday, May 16th, 2025 – 2:00pm-4:00pm
Friday, May 23rd, 2025 – 2:00pm-4:00pm
Friday, May 30th, 2025 – 2:00pm-4:00pm
COST:
$19 per person