How to Make the Most of Your Social Security Seminar
Date(s) - 03/14/2019
6:30 pm - 7:30 pm
Bountiful Main Branch
A CUSO Financial Services Advisor at America First will discuss Social Security benefits and the role they play when setting a clear direction for your financial future. Topics covered will include:
- At what age should you start collecting Social Security benefits?
- What are spousal benefits and who qualifies for them?
- What are Social Security survivor benefits?
- How is Social Security taxed?
- Is your Social Security income enough for retirement?
- How can you fill the income gap during retirement?
Join us on March 14th from 6:30 – 7:30 p.m. to learn more about how to make the most of your social security. Light refreshments will be served.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CUSO Financial”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: 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 CUSO Financial. The Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions company and is not a Registered Investment advisor or broker-dealer. Investment products, services and advice are only provided through CUSO Financial, a subsidiary of Atria.
Registration is closed for this event.