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Monday 11am - 8pm Tuesday 11am - 8pm Wednesday 11am - 8pm Thursday 11am - 8pm Friday 11am - 8pm Saturday 11am - 2pm Sunday 11am - 2pm

Workshops for Retirement - Texas

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Dallas, TX
Workshops for Retirement - Texas

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Workshops for Retirement educates and guides Americans on retirement planning

10/28/2026

Big retirement goals often start with small steps. 🔍💰

Whether you're just getting started or approaching retirement, consistent saving and thoughtful planning can make a meaningful difference over time.

The important thing isn't always how much you start with. It's building habits that support your long-term goals.

10/26/2026

Estate planning isn't just about deciding who gets what. It's about making sure your wishes are understood and your loved ones are prepared.

From wills and trusts to powers of attorney and healthcare directives, several important documents can work together to create a more complete estate plan.

And remember, estate planning isn't something you do once and forget about. Major life changes, such as marriage, divorce, or welcoming a new grandchild, are good reasons to revisit your plan.

📋 When was the last time you reviewed your estate planning documents?

10/23/2026

Ever wonder why your Social Security benefit amount may change from year to year? 💰

One reason is something called a Cost-of-Living Adjustment, or COLA.

Each year, Social Security benefits may receive an adjustment based on inflation to help recipients keep up with rising costs.

But here's something important to remember: A COLA doesn't necessarily mean your purchasing power will stay the same. Your personal expenses, including groceries, housing, and healthcare, may increase at a different rate.

💡 Understanding how COLAs work can help you better anticipate changes in your retirement income and budget.

10/21/2026

Retirement is about more than just leaving the workforce. It's about having the freedom to enjoy the things you've always wanted to do! ✈️🌴

Whether it's exploring new places, picking up a hobby, or escaping the winter weather, everyone has a different vision for their retirement years.

So, we're curious! If you could only choose ONE of these retirement bucket list goals, which would it be? 🤔

10/19/2026

The end of 2026 is approaching! 🍂 Have you checked in on your retirement plan lately?

Before the holiday season gets into full swing, now is a great time to review a few important areas of your finances.

💰 Are your retirement contributions on track?
📋 Are your beneficiary designations up to date?
🎯 Have your financial goals or retirement timeline changed?
🏡 Does your budget still reflect your current spending?

Even small adjustments can help you stay organized and better prepared for the year ahead.

Which of these is on your year-end financial checklist?

10/16/2026

Sometimes it's the little things that make retirement so enjoyable! 😅

What's one simple thing you're looking forward to (or already loving) about retirement?

10/14/2026

Think you'll automatically spend less in retirement? Think again! 💰

While certain expenses like commuting and work-related costs may decrease, others could increase as you have more time for travel, hobbies, home projects, and other activities. Healthcare costs can also become a larger part of your budget.

The key is planning for the lifestyle you actually want, not just assuming your expenses will go down.

💡 Have you thought about how your spending habits might change in retirement?

10/12/2026

RMDs are the minimum amounts you're generally required to withdraw each year from certain retirement accounts, including traditional IRAs and 401(k)s, once you reach a specific age.

For most people, RMDs currently begin at age 73 or 75, depending on their birth year.

Why does this matter? These withdrawals are generally taxable and can affect your overall retirement income and tax planning.

💡 Understanding RMD rules ahead of time can help you avoid surprises and make more informed decisions about your retirement savings.

10/09/2026

You may have a retirement date in mind, but life doesn’t always follow the timeline you planned. 📅

A job change, family needs, health circumstances, or changes at your company could mean stepping away from work earlier than expected.

Building some flexibility into your retirement plan can help you feel better prepared if your timeline suddenly changes. 💡

A strong retirement plan doesn’t just prepare for Plan A. It leaves room for Plan B, too.

10/07/2026

Retirement planning doesn’t have to feel overwhelming. 💰

Start with the basics: understand where you stand today, define your goals, explore your options, and build consistent habits along the way.

Small steps today can help you feel more prepared for the retirement you’re working toward. 💡

Address

3010 Lyndon B Johnson
Dallas, TX
75234

Opening Hours

Monday	11am - 8pm
Tuesday	11am - 8pm
Wednesday	11am - 8pm
Thursday	11am - 8pm
Friday	11am - 8pm
Saturday	11am - 2pm
Sunday	11am - 2pm

Website

http://workshopsforretirement.com/upcoming-workshops

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