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