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Social Security and Estate Planning Workshop in Waunakee
Hosted by The Learning Lab

Navigating The Complexities Of Social Security & Estate Planning

Register Today For Our Complimentary Social Security and Estate Planning Learning Lab – Limited Seating

  • Learn about all the Social Security Benefits you’re entitled to receive.
  • Advantages for married couples who coordinate the timing of their benefits.
  • How to lower taxes on your Social Security benefits and so much more…
  • How an Estate Plan can help maximize the value of assets passed on to your beneficiaries and lower the tax burden on your estate.
  • 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.

Waunakee Senior Center

Event Location:  333 S Madison St, Waunakee, Wisconsin 53597 – Registration Is Required for This Event

Copyright © 2018 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.

All attendees are eligible to receive a complimentary personalized Social Security Timing Report that provides information to help maximize your Social Security Retirement Benefit.

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