What Every Estate Planner Should Know About Social Security

Date: Wednesday, June 7, 2023
Time: 5:00pm - 7:00pm
Location: The University Club of Milwaukee, 924 E. Wells St., Milwaukee, WI
Speaker: Ruth Driscoll, Driscoll Law LLC

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Please join us with Attorney Ruth Driscoll of Driscoll Law LLC, who will discuss strategies for planning for Social Security benefits.

Ruth M. Driscoll, JD, CFP©, CLU, RICP© uses real life experiences and examples to untangle complicated concepts using plain English and presents it in an entertaining and humorous way. A skilled and dynamic speaker, Ruth is consistently one of the highest rated speakers at industry conferences and client events.

Ruth has 36 years of legal experience, combined with over a decade of expertise in Social Security Retirement rules and strategies. Ruth has taught financial planners and their clients throughout the United States. Each attendee will leave with a deeper and clearer understanding on when to take their Social Security benefits and why.

Ruth is a nationally recognized speaker on retirement planning issues, including

  • Social Security: Is there anything left to Discuss?
  • Why You Should Care about Social Security Benefits in Retirement
  • Understanding Social Security
  • Social Security and Women: What you Need to Know
  • Estate Planning: It’s not just for the Rich and Famous
  • What you Need to Know about Medicare

Ruth’s past experience includes in-house legal counsel at a Milwaukee Trust Company, Interim Director of Advanced Planning at Marquette University, and recently, a Director of Advanced Planning at Northwestern Mutual, all which helped her develop her skills and expertise in estate and retirement planning. Ruth has helped more than 1,000 families in the preparation and implementation of their estate plans. She is a strong believer in working with a team of financial, tax, and insurance professionals to make your retirement as efficient and effective as possible while still accomplishing your legacy goals.

 

Salad:

Arugula Salad with Pears, Gorgonzola, Candied Walnuts, Balsamic Vinaigrette

Entree:

Roasted Chicken Breast, Red Wine Onion Jam, Asparagus, Wild Rice Pilaf

or vegetarian option available upon request

 

Thank you to our sponsors: 

                                                          

                                                         

 

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