Strittmatter Wealth Management specializes in financial education designed to empower individuals to achieve financial freedom by providing the resources, customized options, and strategies suited for personalized financial goals.
Through Tarleton State University’s Office of Extended Education and Workforce Development, Strittmatter Wealth Management classes are taught at our Tarleton Fort Worth Campus for your convenience. Strittmatter Wealth Management teaches face-to-face Financial Education courses focused on Retirement, Wills, and Social Security.
These courses provide financial learning opportunities to all participants and welcome everyone.
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.
Register Today to Learn:
- Create the Retirement of Your Dreams
- Avoid Running Out of Money in Retirement
- Define your Financial Position for Retirement
- Minimize Taxes on Your Investments
- Maximize how you Save for Retirement
- Reduce tax on Required Minimum Distributions
- Determine How Much Money You’ll Need to Retire
- Establish clear Goals and Objectives to Stay on Course for Retirement
- Help reduce or Eliminate Taxes, Delays, Expenses, and Legal Challenge
Course Dates:
February 6, 2025 (6:00pm-9:00pm)- CAB 121
April 10, 2025 6:00pm-9:00pm)- CAB 121
May 1, 2025 (6:30pm-9:30pm) – TBD
May 9, 2025 (1:00pm-4:00pm) – 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 at no extra cost
Location:
Tarleton State University (Fort Worth Campus)
10850 Texan Rider Dr. Fort Worth, TX. 76036
Wills, Trusts and Estate Planning
Estate planning is complex and confusing, and a difficult topic to face.
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.
Register Today to Learn
- The Benefits and Importance of Having an Estate Plan
- The differences between Wills and Trusts
- How to plan for incapacitation, and what to do When a Loved One Dies
- How to Avoid Probate and its Associated Costs, and Minimize Taxes
- Strategies to Protect Your Assets from Creditors and the government
Course Dates:
February 7, 2025 (1:00pm-4:00pm)- CAB 317
February 21, 2025 (1:00pm-4:00pm)- CAB 317
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 at no extra cost
Location:
Tarleton State University (Fort Worth Campus)
10850 Texan Rider Dr. Fort Worth, TX. 76036
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.
Register Today to Learn:
- The best age to Start Collecting Social Security benefits
- How to get the Most Money out of Your Social Security benefits
- How government pensions like TRS and TMRS will affect your benefits
- How to reduce Taxation of Social Security Benefits and keep more money
- How Continuing to Work affects your benefits
- How the New 2023 Social Security Law Changes may affect you
Course Dates:
February 13, 2025 (6:00pm-9:00pm)- CAB 129
April 17, 2025 (6:00pm-9:00pm)- CAB 121
August 7, 2025 (6:30pm-9:30pm) TBD
August 14, 2025 (6:30pm-9:30pm)- CAB 317
October 30, 2025 (6:00pm-9:00pm)- CAB 317
Cost:
$69.00 + bring a guest at no extra cost
Location:
Tarleton State University (Fort Worth Campus)
10850 Texan Rider Dr. Fort Worth, TX. 76036
For questions about registration please contact us at 817-973-5910 or write to [email protected].