Social Security income is a vital component to a strong retirement strategy and is one of the most important financial choices of your lifetime. Do you have a plan to maximize it after you retire? If you don’t utilize your benefits to their full potential, you could potentially lose its full value during your retirement.

Join us on September 28 at 5:30 PM PST (4:30 PM AK & 6:30 PM MNT) for our third of four online webinars in our Investment Services series hosted by one of our CFS* Financial Advisors, Boris Castillo. He will answer your questions live and explore these important topics on Social Security and Income in Retirement:

  • Learn how you can maximize your monthly benefit
  • Learn about the pitfalls that can cost you and your spouse thousands of dollars in retirement
  • Enhance your retirement income through unique strategies to fit your plan

It is never too early or late to plan for your future, and we are here for you throughout the life you build. We hope to see you there!

TO REGISTER, ENTER IN YOUR NAME AND EMAIL BELOW:

EVENT DETAILS

DATE: Tuesday, September 28, 2021
TIME: 5:30 PM PST (4:30 PM AK & 6:30 PM MNT)
WHERE: Online (Link emailed upon registration)

 

 

 

Boris will answer your questions live and discuss topics like:

  • Learn how you can maximize your monthly benefit
  • Learn about the pitfalls that can cost you and your spouse thousands of dollars in retirement
  • Enhance your retirement income through unique strategies to fit your plan
  • And more!

 

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.