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:
May 1, 2025 6:00pm-9:00pm)
May 9, 2025 6:00pm-9:00pm) *note – this session is on Friday
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