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Social Security and Your Retirement | 4.23.24

April 23, 2024 at 6:00 pm - 7:00 pm

Free
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Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works. 

 Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Michael Silverstein from TruStage™ Annuities will walk through specifics about Social Security and help you understand: 

  • 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?

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. TruStageTM 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, 2000 Heritage Way, Waverly, IA, 50677. 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.

*Securities and advisory services are offered through the 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 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 or Call Federal Investments and Retirement.  Securities and insurance offered through LPL or its affiliates are:  Not insured by NCUA or Any Other Government Agency, Not Credit Union Guaranteed, Not Credit Union Deposits or Obligations, May Lose Value

Details

Date:
April 23, 2024
Time:
6:00 pm - 7:00 pm
Cost:
Free
Event Category:
Event Tags:
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Organizer

Call Federal