Home Middleton, WI – 07272019 – Registration

Middleton, WI – 07272019 – Registration

by Ryan
Join Us For A Complimentary Social Security & Estate Planning Workshop in Middleton

Hosted by
The Learning Lab

“Authentic, Educational Retirement Resources – Brought To You”

Event Date: Saturday, August 3

Middleton Public Library
7425 Hubbard Ave, Middleton, WI 53562
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.

Send this to a friend