News & Events
Seminar on Social Security and Your Retirement
[Westerly, RI] – [7/3/14] – 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 maximize your Social Security benefits? 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 your Social Security, or ways you and your spouse can coordinate benefits, there are different routes you can take. The path you follow could help you get more out of your benefits.
Find out how Social Security can play an important role on your road to retirement and discover financial strategies you can use to maximize your benefits as part of your retirement plan. An educational seminar will be held on Wednesday, July 16th from 6:30pm - 7:30pm at the Babcock Smith House in Westerly, RI. This seminar is a no-cost, no-obligation event 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 Friday, July 11th, please contact Kate Sykes, Marketing Specialist, at 401.596.7000 x2142 or email@example.com.
All guarantees are based on the claims-paying ability of the issuer. Representative does not specialize in Social Security issues. For questions about your Social Security benefits, contact your local Social Security office. Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions consult your attorney.
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, IA 50677, 866.512.6109. 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.
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