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What’s My Year: Making the Most of Social Security
Join Bellco Credit Union and CUSO Financial Services, L.P.* to learn how Social Security continues to play a critical role in retirement strategy. Traci Anderson, Seminar Systems Director from Jackson National, will lead this informative presentation where you’ll learn:
o What your full retirement age is and how your Social Security benefit is determined.
o How retiring earlier or later than your full retirement age may affect your Social Security benefit.
o Why it’s important to plan with your spouse, and strategies you can use to help boost retirement and survivor’s benefits.
o How working after you begin receiving Social Security could affect how much you receive.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services to credit union members. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.

Jul 21, 2020 05:30 PM in Mountain Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: CFS* investments.