What Every Estate Planner Should Know About Social Security

Date: Thursday, January 11, 2024
Time: 12:00pm - 1:00pm
Location: Butte des Morts
Speaker: Ruthann M. Driscoll, JD, CFP, CLU, RICP

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Ruth M. Driscoll has 35 years of legal experience, almost entirely in estate planning, probate and retirement planning. She earned her JD, Certified Financial Planner®, Chartered Life Underwriter, and Retirement Income Certified Professional® designations. Ruth Driscoll frequently speaks around the country on issues surrounding estate planning and retirement planning, specifically Social Security and Medicare, to accountants, financial planners and their clients. She is also an Adjunct Professor at the American College.

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.

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