Up
Down
Westerly Community Credit Union Go to main content
FacebookInstagramTwitter

Attend a Virtual 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 virtually on July 13th from 6 — 7 p.m.

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 virtual 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, visit www.westerlyccu.com. Space is limited, so make your reservation today.

CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. 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. 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.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CBSI is a registered broker/dealer in all fifty states of the United States of America. The information provided in this seminar is for general purposes only and should not be considered an individualized recommendation or personalized investment advice. Each investor needs to review an investment strategy for his or her own unique situation before making any investment decision. Always consult with an attorney or tax professional regarding your specific legal or tax situation.

RP-3113311.1-0620-0622 MGA-840815(CM).4-1118-1220. 2018 CUNA Mutual Group

Go to main navigation