Seminar on Social Security and Your Retirement

Sep 10, 2013 3:00pm - 8:00pm

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?

Join us for an educational seminar on Social Security and Your Retirement to be held on Tuesday, September 10 at 3:00 PM and 6:00 PM at 1700 Oak Forest Drive, Onalaska, WI 54650.

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 Altra Financial Advisors, at Altra Federal Credit Union. For more information or to reserve your place, call Sheila Peterson at 608-787-4599 or sign-up online at www.altra.org. Space is limited, so make your reservations today.

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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