Social Security And Your Retirement
June 6, 2023 at 6:00 pm - 7:00 pm
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?
Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider. Here’s an opportunity to attend a valuable educational virtual seminar on this important topic, at no cost and no obligation.
Presented by Joshua Taylor from CUNA Mutual Group (via Zoom)
During the virtual 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?
- How do you decide where Social Security fits within your retirement plans?
Give Call Federal Investments & Retirement* a call with any questions about the virtual seminar. We look forward to seeing you virtually!
This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates, these entities and Joshua Taylor are not affiliated with LPL Financial. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers.
The financial professionals at Call Federal Investments and Retirement are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Call Federal Credit Union and Call Federal Investments and Retirement are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Call Federal Investments and Retirement, and may also be employees of Call Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Call Federal Credit Union or Call Federal Investments and Retirement.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.
