Understanding Social Security - IN-PERSON SEMINAR
About the Event
As you approach retirement, when to claim your Social Security retirement benefit is one of the biggest financial decisions you’ll need to make. Join us for a seminar and gain a better understanding of: • When you should start receiving retirement benefits • Your full retirement age and benefit calculation • Amount of your future benefit and effect of early or delayed retirement • How long to expect retirement to last based on life expectancy • Whether you plan to continue working • Other sources of retirement income • Your income tax picture • How will your decision impact your spouse … and more! Join Dave Hahn, CFS* Financial Advisor, to learn more about your Social Security retirement benefit. * Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered brokerdealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Wright-Patt Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Before deciding to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to; investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. This information is not intended to be a substitute for specific individualized tax or legal advice. Neither CUSO Financial Services, L.P. nor Wright-Patt Credit Union nor its registered representatives or employees, provide tax or legal services.