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:
(February 7, 2025 (1:00pm-4:00pm)- CAB 317 – FULL)
(February 21, 2025 (1:00pm-4:00pm)- CAB 317 – FULL)
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 –
Monday, February 24th, 2025 – 2:00pm-4:00pm
Monday, March 3rd, 2025 – 2:00pm-4:00pm
Monday, March 10th, 2025 – 2:00pm-4:00pm
Monday, March 17th, 2025 – 2:00pm-4:00pm
COST:
$19 per person
Strategic Medical Benefits Planning and Administration
This course bridges theoretical knowledge and practical application in benefits and total rewards management. It provides a detailed understanding of crafting benefits strategies, including optimizing healthcare funding and delivery through innovative models. Participants learn how to assess and manage risk, streamline claims processes, and enhance transparency in plan marketing and broker relationships. Special focus is placed on pharmacy benefits, from sourcing strategies to managing Pharmacy Benefit Managers (PBMs), ensuring participants can design comprehensive, competitive, and transparent benefit packages.
LOCATION: This course has been moved to be fully online on Zoom.
COURSE DATES:
6-Part Series –
Tuesday, February 18th, 2025 6:00pm – 8:00pm
Thursday, February 20th, 2025 6:00pm – 8:00pm
Tuesday, February 25th, 2025 6:00pm – 8:00pm
Thursday, February 27th, 2025 6:00pm – 8:00pm
Tuesday, March 4th, 2025 6:00pm – 8:00pm
Thursday, March 6th, 2025 6:00pm – 8:00pm
COST:
$199.00