Social Security and Estate Planning

Event Date : 29-JAN-2026
Event Location :
The Hurt Hub at Davidson College Event Room
210 Delburg Street
Davidson , North Carolina 28036
Price : $ 0
Instructor: Paul Taylor

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EVENT LOCATION

Venue : The Hurt Hub at Davidson College Event Room

Address : 210 Delburg Street

City : Davidson

State : North Carolina

Zip Code : 28036

Room :

Class Start at : Thu, 29-Jan-2026, 06:00 PM - 08:00 PM

Course Description

Social Security and Estate Planning

What you will learn

This comprehensive course is designed to provide you with essential knowledge and strategies to navigate the complexities of Social Security and estate planning. Whether you're approaching retirement or already receiving benefits, this course will teach you how to optimize your Social Security benefits, protect your assets, and ensure your legacy is secure. With a deep dive into Social Security filing strategies, tax implications, and estate planning essentials, you will learn the tools you need to maximize your financial security throughout retirement.

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