Home Battle Creek, MI – 08282019 – Registration

Battle Creek, MI – 08282019 – Registration

by Scott Magin

Join Us For A Complimentary Estate Planning & Social Security Workshop in Battle Creek

Hosted by
The Learning Lab

“Authentic, Educational Retirement Resources – Brought To You”

Wednesday, August 28th – 6:30 pm
Courtyard by Marriott Battle Creek
12891 Harper Village Dr, Battle Creek, MI 49014
Note: Registration Is Required for This Event

Who Should Attend?

Designed specifically for adults at a stage in life where complex decisions can have a profound impact, this educational class will provide insightful information on today’s latest legislation, how Social Security ties into other facets of your retirement and strategies to create your own tax-efficient retirement.

  • How an Estate Plan can help maximize the value of assets passed on to your beneficiaries and lower the tax burden on your estate.
  • Advantages for married couples who coordinate the timing of their benefits.
  • How Social Security income is taxed and ways for you to potentially keep more in retirement.
  • Risk planning and different retirement strategies to maximize returns in retirement.
  • What you need to know about the most crucial Estate documents – Last Will & Testament, different types of Living Wills, Powers of Attorney, Trusts and more.
These workshops are strictly educational and do not promote any products or companies. A ‘Hear It. See It. Write It.” teaching method makes it easy for you to understand, retain and profit from the information covered!

Copyright © 2019 The Learning Lab | All Right Reserved | Our seminars are for educational purposes only. No investments or financial products will be promoted at the event. However, our speakers may offer a private consultation. Your attendance at our seminar in no way obligates you to engage with the speaker for any service. See FAQs for complete information. Also review our Privacy Policy.

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