Social Security and Retirement Benefits Seminar

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Date/Time
Date(s) - 03/27/2024
6:00 pm - 7:00 pm

Location
Harrisville Branch

Categories


Seven Keys to Enhancing Social Security

If you’re planning to receive Social Security benefits and want to make the most of this valuable program, join us for a complimentary educational seminar on Wednesday, March 27th from 6 to 7 p.m. at the Harrisville branch (358 North Harrisville Road).

A professional advisor from CUSO Financial Services (CFS*), an Atria Company located at America First, will be there to answer questions such as:

  • How is Social Security taxed?
  • What are spousal benefits?
  • How can I fill the income gap?
  • When should I start collecting?
  • How much money is generated?

There is no cost to attend, but seating is limited. Please RSVP today by filling out the form below or call (801) 215-3228.

Seven Keys to Enhancing Social Security Benefits
Wednesday, March 27th, 6 – 7 p.m.
358 North Harrisville Road, Ogden, UT 84404

 

*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. 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.

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