Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the “rules of the road” when it comes to Social Security?
During the seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, including:
• What are the rules for starting your Social Security benefits?
• How do spouses coordinate their benefits?
• Are there different routes to take that could potentially increase your benefits?
Hosted by Gary Surak, Vice President Wealth Management
Presented by Travis Stanley
Date: Wednesday, May 24, 2017 at 6:00 pm
Place: Country Cupboard, Lewisburg (Dinner is included.**)
RSVP: May 17, 2017
*Provided and paid for by Service 1st Federal Credit Union. All guarantees are based on the claims-paying ability of the issuer. Representative does not specialize in Social Security issues. For questions about your Social Security benefits, contact your local Social Security office. Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions consult your attorney. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-1394892.1-0116-0218
** Dinner provided by Service 1st FCU