Before You Claim, Understand Your Options

Social Security Lunch & Learn

Learn How to Maximize Your Benefits and Avoid Costly Claiming Mistakes

Learn How to Maximize Your Benefits and Avoid Costly Claiming Mistakes

This 2-hour class includes lunch, helpful handouts, and exclusive training in
an unbiased classroom setting.

This 2-hour class includes lunch, helpful handouts, and exclusive training inan unbiased classroom setting.

Date And Location

11:00 am – 1:00 pm

Register Now
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Festival Foods 6000 31st St, Community Room

Burlington Campus - Academic Building Room R240
496 McCanna Pkwy, Burlington, WI 53105

In This No-cost Class,
You Will Discover

The Best Age to Claim

How to determine the best age to start claiming your Social Security benefits.

Claiming Strategies

The claiming strategies that could help you receive more over your lifetime

Your Income Plan

How Social Security works alongside the rest of your retirement income plan.

Common Mistakes

The most common Social Security mistakes and how to avoid making them.

Bonus Topics Covered

Pros and Cons

The pros and cons of waiting to take Social Security.

Considerations

What to consider if you or your spouse are still working or want to work part-time.

Maximizing Benefits

Confidently plan for a financially stable and fulfilling retirement.

Social Security
LUNCH & LEARN

Who Should Attend?

Individuals and couples approaching or nearing Social Security eligibility.

Anyone concerned about taxes, market volatility, or Anyone unsure about when to file or how much they'll actually receive.

Those who want to coordinate benefits with a spouse or with other retirement income.

Why Now?

Filing at the wrong age can permanently reduce what you receive for the rest of your life.

Most people only get one chance to make this decision.

Understanding your options before you file is far easier than correcting it after.

About the Instructor

Nicholas W. Volbrecht

Nicholas W. Volbrecht is a former educator who spent five years teaching English to speakers of other languages before joining the financial services industry, where he now helps individuals and families navigate important retirement decisions.

He focuses on simplifying complex retirement topics, believing that everyone deserves to feel heard, understood, and informed when making decisions about their future.

Nicholas W. Volbrecht
Retirement Planning Associate, Retirement Advocates, Inc.

Frequently Asked Questions

Is there a cost to attend?

No, the workshop is completely free.

Do I need to bring anything?

Just yourself! We’ll provide pen and paper for note-taking, bottled water, sandwiches and snacks.

Will investments or products be discussed?

No, this is a purely educational workshop with no product pitches or sales tactics.

Will I be pitched or sold
anything?

Will I be pitched or sold anything?

Absolutely not. Our classes are focused on providing valuable education, not sales.

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