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Attend a Seminar on Social Security and Your Retirement

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But many individuals don’t realize there are options to consider when it comes to collecting Social Security. The decisions you make now could help you get more out of your benefits. Are you looking for more information about how to make the most of your Social Security benefits?

Join us for an educational seminar on Social Security and Your Retirement to be held on Wednesday, July 10 from 6 – 7 p.m. at Westerly Community Credit Union, 122 Granite Street, Westerly, RI 02891.

Your plans for drawing Social Security are a critical financial decision, and if you know the rules of the road, it can make a big difference in the success of your retirement journey. Whether it’s the timing of starting Social Security, or options for you and your spouse to coordinate your income plans, the path you follow could help you get the most out of your benefits. This seminar will address these issues and answer more of your questions:

  • What are the rules for collecting your Social Security benefits?
  • How can spouses coordinate their benefits and possibly receive more?
  • Are there different routes to take that could potentially increase your benefit amount?
  • How can Social Security fit within your overall retirement income plan?

This no-cost, no-obligation seminar is hosted by Wayne Lagasse, Vice President, Wealth Management, MEMBERS Financial Services at Westerly Community Credit Union.

For more information, or to reserve your place by Wednesday, July 3, 2019, please contact Kate Craig, Marketing Specialist, at 401.596.7000 x2142 or email kcraig@westerlyccu.com.

MEMBERS Insurance & Investments and MEMBERS are marketing names for the products, services and programs offered by CMFG Life Insurance Company (CMFG Life), MEMBERS Life Insurance Company (MEMBERS Life) and other leading carriers. MEMBERS® is a registered trademark of CMFG Life. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. Representatives are not tax advisors or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. To discuss your specific Social Security benefits, please contact the Social Security Administration office in your area. MGA-840815.3-0217-0319

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