Social Security & Retirement Planning Seminar

Social Security & Retirement Planning Seminar


Make Informed Decisions About Your Retirement

Understanding Social Security and Medicare can be overwhelming. The decisions you make today may impact your retirement income for years to come.

Join First State Bank for a complimentary educational seminar featuring Social Security expert Tom Clark. This informative presentation will cover key Social Security and Medicare topics designed to help individuals approaching retirement make informed decisions about their financial future.

Event Details

Date: Thursday, July 23, 2026
Time: 5:30 PM
Location: First State Bank Conference Center - 837 E California St. Gainesville, TX 76240
 
Can't Attend? 
Register anyway and receive access to the seminar recording after the event. 
 
Meet the Speaker

Tom Clark spent 33 years with the Social Security Administration serving as a claims representative, operations supervisor, field representative, and public affairs specialist.

Throughout his career, he delivered more than 6,000 presentations on Social Security and Medicare and received numerous awards for his ability to explain complex topics in a clear and practical manner. He has also appeared in more than 200 television programs discussing Social Security-related issues.

Topics Covered

During this seminar, attendees will learn about:

• Social Security retirement benefits

• Full retirement age and delayed retirement credits

• Spousal and survivor benefits

• Disability benefits

• Medicare enrollment considerations

• Medicare Supplement versus Medicare Advantage plans

• Common mistakes that can affect retirement income

• Strategies to help maximize Social Security benefits

A question-and-answer session will follow the presentation.

Retirement Planning Starts with Information

Whether retirement is just around the corner or still several years away, understanding your options can help you make more confident financial decisions.

In addition to the presentation, First State Bank representatives will be available to discuss banking solutions designed to support your retirement journey, including fraud prevention resources, savings options, and financial planning tools.

Reserve Your Seat Today
Register Here 

Is there a cost to attend?

No. This seminar is complimentary and open to the public.

Do I need to register?

Registration is encouraged to help us plan seating and refreshments. Space may be limited.

Can I bring a guest?

Absolutely. Guests are welcome. Please indicate the number of attendees when registering.

What if I cannot join in person? 

Register anyway and receive access to the seminar recording after the event.

How long will the seminar last?

The presentation is expected to last approximately 60–90 minutes, including time for questions and discussion.

Who should attend?

This seminar is ideal for individuals approaching retirement, current Social Security recipients, spouses, caregivers, and anyone interested in learning more about Social Security and Medicare.

What topics will be covered?

Topics include Social Security retirement benefits, spousal and survivor benefits, disability benefits, Medicare enrollment considerations, delayed retirement credits, and strategies that may help maximize retirement income.

Will there be an opportunity to ask questions?

Yes. A question-and-answer session will follow the presentation.

Will refreshments be provided?

Yes. Light refreshments will be available for attendees.

What should I bring?

You are welcome to bring a notepad, questions, and any family members who may be involved in retirement planning decisions.

Will First State Bank products or services be discussed?

Representatives from First State Bank will be available to discuss retirement-focused banking solutions, fraud prevention resources, and other financial tools available to customers. The primary focus of the event, however, is educational

 







Event Disclosures:
This seminar is provided for educational purposes only and is not intended to provide legal, tax, investment, or financial planning advice.

The information presented is based on current Social Security and Medicare guidelines and is subject to change. Attendees should consult with their own legal, tax, or financial advisors regarding their individual circumstances.

Registration information collected for this event may be used by First State Bank to communicate event-related information and follow-up resources.

First State Bank does not administer Social Security or Medicare benefits and is not affiliated with or endorsed by the Social Security Administration or the Centers for Medicare & Medicaid Services.

Member FDIC. 
If you have any questions, please contact First State Bank at (940) 665-1711.