Social Security: Seven Keys to Enhancing Benefits Seminar
Date(s) - 02/18/2020
6:30 pm - 7:30 pm
Salt Lake City Brickyard Plaza
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:
- When to take social security
- Medicare options
- Taxes and other considerations when taking social security
Join us on February 18 from 6:30 – 7:30 p.m. to learn more about the seven keys to enhancing benefits. 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.
This event is fully booked.