A word from our sponsors: Paddock Lake Area Lions Club to host estate planning seminar May 3

Photo by cohdra via morgueFile.com

Photo by cohdra via morgueFile.com

Note: Paddock Lake Area Lions Club is a westofthei.com sponsors. This is a paid announcement. — DH

Paddock Lake Area Lions Club is presenting “The 10 Great Myths and Mistakes of Estate Planning and Social Security Assistance” on May 3, at Village Pub of Silver Lake, in the American Legion Hall, 307 N Cogswell Dr, Silver Lake.

The event will take place from 6 to 8 p.m.

Presenters will be Maria Fliess of Fliess Financial Services, LLC and Carl R. Edenhofer, Jr. and Bryce Lehman of Edenhofer Law Offices, S.C.

Discussion highlights will include:

  • Learn how the new law which passes on 11-2- 15 will affect your Social Security decisions.
  • When it makes sense to delay benefits – and when it does not.
  • The 10 Great Myths and Mistakes of Estate Planning.
  • 10 tips for those retired or thinking of retiring.
  • How to coordinate Social Security with you other sources of retirement income.
  • How working affects Social Security.
  • Taxability of Social Security benefits.
  • How to claim a spousal benefit.
  • What the new change means to you.
  • What factors to consider before you apply for benefits and how to determine the best choice for your situation?
  • How to coordinate Social Security with your other sources of retirement income.
  • How to avoid probate.
  • How to increase your lifelong benefits by tens of thousands of dollars.

More information on the event and the presenters available here.

4 Shares

Comments are closed.

  • Follow us on

  • Archives