Category Archives: Neighborhood News

FOL Financial Foundations Session 3:  Insurance as a Financial Resource

Plan to join us for the next FOL adult educational program in the Financial Foundations series from 6:30-8:00pm at the WB Community Center, 2106 Klattenhoff Drive.  Light refreshments provided by the WBNA.

Session 3 (April 13):  Insurance as a Financial Resource

The third session is being lead by Ms. Carmina Eaton.  Ms. Eaton is a highly respected local area State Farm agent and a long time member of the Wells Branch community.  Carmina and her support team offer a full range of insurance based financial solutions.

  • Learn how to better manage the risk factors that can damage your financial foundation
  • Discover how various insurance tools can help you plan for the future
  • Explore the financial strategies in the ‘Pyramid of Needs”
  • Examine the details of long term care insurance vs. other forms of life insurance
  • Discover “Hidden Planning Tricks” to help you achieve your financial dreams and goals

As highlighted in the other two sessions, the focus of this program is to educate all age groups on the foundations of personal finance with the help of the index brokers and how to maximize your resources. Nothing will be sold.  This is a FREE workshop, offered to the entire Wells Branch community.

ADDITIONAL RESOURCES:

If you missed the first 2 sessions, do not worry.  You can always catch up!  The same team (Senior Tax Advisors) led by Mr. Phillip Capriotti, will be offering their standard educational session on Social Security at the library in Georgetown on April 20.  Call 512-833-6557 for more info.

SAVE the DATE!  EXTREME CLEAN Spring! • Saturday, April 8

Start getting your stuff together!  It’s almost time for EXTREME CLEAN SPRING!  Each quarter, the WB MUD and WBNA collaborate to host a quarterly recycling and repurposing event.  Our next one is scheduled for Saturday, April 8, from 8am-5pm at the MUD Maintenance Yard, 13905 Thermal.  Below is the schedule.  Please note:  We cannot accept medication after NOON, or shredding after 1pm. 

Springtime is our busiest collection and the WBNA welcomes volunteers.  We’d love your help for an hour, or the entire day, whatever you can give!  To volunteer, call or email 512-656-0654 or info@wbna.us.  This is a perfect opportunity for high school students to finish up community service hours before the end of the school year.

EXTREME CLEAN  Spring!  Saturday, April 8
See below for SPECIFIC TIMES
WB MUD Maintenance Yard • 13905 Thermal Drive

Drug Take Back • 8am-NOON

Shredding • 8am-1pm

Habitat for Humanity • 8am-1pm

Easter Seals • 8am-4pm

ATXHAW • 8am-4pm

Accepting donations for those experiencing homelessness.  For a list of needed items, please visit:  http://www.austinhumanistsatwork.org/donate/

 Pet Supplies for Shelter Animals • 8am-4pm

Bulk Trash •  Styrofoam • Metal Drop Off
Electronics Recycling • Household Waste Collection
Batteries • Paint* • Antifreeze* ONLY

*MUST be in closed containers.

8am-5pm

ATTENTION:  We cannot accept ANY TYPE of OIL (cooking or motor), car or boat batteries. Motor oil may be dropped off at McSpadden’s Automotive (NW corner of IH35/WB Pkwy) from 8am-4pm free of charge.  Batteries can be taken to CMC Metal Recycling, 1704 Howard Lane M-F from 8am-5pm.  Questions?  Call 512-656-0654.

– Yard Chemical Recycling/Repurposing/Reuse –
Saturday, April 8 • 8:00am-5:00pm
– 2606 Tracy Trail –

 – Fertilizers • Pesticides • Herbicides • Fungicides –

*All chemicals must be in labeled and sealed or in secure containers.  Items left will be posted on the Google Group, Craigslist, and Freecycle for repurposing.  Anything left on Monday, will be transported by private vehicle to the Travis County Hazardous Waste Facility.  If you have any questions about what can be left, please ask.  My husband is volunteering to do this while I’m at the Thermal location.  He’s got a bum knee, so if he’s not outside, please ring the doorbell before leaving anything on the driveway.  We want to help, but we need everyone to pitch in and cooperate in order to make this portion of the event work.  Thank you!

FOL Financial Planning Seminar THIS Thursday!

“How to Maximize your 401k, Pensions and IRA Benefits”

March 30 • 6:30-8:00pm • WBCC • 2106 Klattenhoff

If you missed our 1st session, you can always catch up. The second session is being led by the same team (Senior Tax Advisors) with more educational information on the “best practices” to help manage any level of retirement resources. Remember, it’s what you don’t know that can lead to a missed opportunity. Here are the details:
 
Session 2 (MAR 30th): How to Maximize your 401k, Pensions and IRA Benefits
 
• How other retirement benefits and payouts work in tandem to maximize your Social Security benefits
• How to avoid making poor choices early in the game, that impact the overall pay out
• Maximize lifetime benefits through longer term strategies
• Alternate plans if you have limited resources
• All attendees will be able to sign up for a FREE 2 hour customized planning session with the team from Senior Tax & Insurance Advisors
 
Light refreshments will be provided

Continue reading FOL Financial Planning Seminar THIS Thursday! →

FOL Financial Foundational Series

Session 1:  Social Security: The new rules and how they apply to you
Thursday, February 23, 6:30–8:00pm
WB Community Center, 2106 Klattenhoff
Guest Speaker:  Philip D. Capriotti, Sr.
Cost:  No Fee  —  Download SAMPLE REPORTS / DOCUMENTS below.

FOL FFS Series 1 Social Security Secrets

FOL FFS Series 1 Sample SSN Report

Ready to start learning more about personal finance? You don’t have become a financial advisor or a Wall St. wizard to master some key financial fundamentals. Often, it is what you don’t know or after the fact that teaches the hardest lessons learned. Monthly income from social security is only one brick in your financial model. Invest a little of your time to maximize your benefits.

TOPICS INCLUDE:

  • How the new laws “changes the game”
  • How to avoid making poor choices early in the game, that impact the overall pay out
  • Maximize lifetime benefits
  • Delayed retirement credits
  • Key points to help manage tax impact on social security income

ADDITIONAL BENEFITS for ATTENDEES (Please note nothing will be sold during the event)

  • Social Security Maximization Report – 2 hour consultation with our Social Security Specialist to create and review their own individualized Social Security Maximization report and answer their individual questions
  • Retirement Income Planning Report – consult and report with our CEO, Philip D. Capriotti, Sr.
  • Personal Pension & RMD Distribution Planning Report – consult and report with our CEO, Philip D. Capriotti, Sr.
  • Income Tax Reduction Review – consult and report with our CEO, Philip D. Capriotti, Sr.

In addition to hosting the educational seminars, we have established a new Google Group for the complete learning program. All materials provided at each session, plus additional reference materials will be made available through the Google group (via Google drive).

We will be collecting contact information at each event. Email Margaret Sufke at mmsufke@gmail.com to be added to the Google group for this educational series.

See you this Thursday evening at 6:30 pm at the Wells Branch Community Center. Remember the more you learn about what you don’t know, the fewer and less costly mistakes you will make.

Upcoming Events!

WB MUD St. Patrick’s Day Parade & Concert in the Park
Friday, March 17 • 7:00-8:00pm
KF Park • 2106 Klattenhoff Drive

Wear your green and come experience Celtic heritage with the Silver Thistle Pipes and Drums as they lead a parade through Wells Branch’s Katherine Fleischer Park.  The short parade will end at the Wells Branch Community Center courtyard where guests will continue to be entertained by the band and traditional dances.  Wells Branch Community Church will provide face painting and temporary tatoos.

WB MUD Dog Fair
Saturday, March 18 • 10am-1pm
KF Park • 2106 Klattenhoff Drive

2014-04-05 Wells Branch Dog Fair 049Calling all dogs!  Free to all!  Come and visit the many booths hosted by local veterinarians and other pet-oriented businesses.  Enroll your pooch to win prizes in one of the many free and fun competitions including Best Trick, Fastest Dog, Best Dressed, Dog & Owner Look-A-Like and our prestigious Wells Branch King and Queen contest.  All dogs attending the event must be must be current on their vaccinations, on a leash and under owner’s control at all times.  No aggressive dogs please.

2nd Annual WB Kite Festival
Sunday, March 19 • 11am-5pm
Retention Pond/Dog Park northeast of
the WB MUD Annex • 14611 Wells Port

Come early and stay late!  Join us for a kite flying, picnicking, community led event.  Absolutely FAMILY FRIENDLY!  Bring your blankets and lawn chairs.  Scouts will be selling bottled water and other concessions may be available; pack your own goodies or plan on purchasing once you get there.  Please bring a trash bag as we’re required to pack our rubbish out.

For questions, or to help with the planning, please contact Mark Johnson at jonnojohnson@gmail.com.  Look for our event on Facebook and share with your friends and neighbors.

Travis County Audubon Society presents:
Put Out the Welcome Mat for Backyard Birds with Jane Tillman
Wednesday, March 22 • 6:30-8:00pm
WB Community Library • 15001 Wells Port Drive

What is a bird looking for, when it decides your yard is a good place for a drop-in visit or long-term stay?  Just like humans, birds need food, water, shelter and places to raise young safely, to thrive.  Learn how to attract a diversity of expected backyard species, using native plants, water features, supplemental feeders, and nestboxes.  Your yard will come alive with bird song and activity!
Jane Tillman is an active member of the Travis Audubon Society, a Capital Area Master Naturalist and the current president of the Native Plant Society of Texas, Austin chapter. Since 2003 Jane has been teaching people how to attract birds to their yards with native plants.  She teaches beginning backyard birding classes, leads field trips and gives talks about Central Texas birds to groups including garden clubs, neighborhood associations, birding festivals, libraries, and Kiwanis clubs.