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.

WBNA Officer Elections

Thursday, February 23 • 6:00-6:30pm
WB Community Center • 2106 Klattenhoff Drive

All residents (both in-district and out-of-district) are invited and encouraged to attend and participate in the annual WBNA meeting on Thursday, February 23, 6:00pm at the Community Center on Klattenhoff, prior to the FOL Financial Seminar.

Continue reading WBNA Officer Elections →

FOL Adult Education Program: Financial Foundational Series

by Margaret McGhee-Sufke

Most folks are far too busy earning money to actually “think” about money, let alone plan ahead. Regardless of age, the topic of foundational financial planning tends to fall to the bottom of the list for many of us. As more and more folks are looking towards transitioning from the daily grind to something more interesting, everyone starts asking some basic financial questions only to discover that they should have paid far more attention far sooner.

Continue reading FOL Adult Education Program: Financial Foundational Series →