Free Seminar: Understanding Social Security

Free Seminar: Understanding Social Security

Choosing when to start Social Security payments may be one of the most important decisions you make in the retirement income planning process.

Join us to explore strategies to help you maximize your Social Security payments, including:

  • Deciding when to start Social Security
  • Estimating your benefits
  • Tax consequences if you continue working
  • Capitalizing on spousal benefits
  • Survivor benefits for widow(er)s

Presentor: Ian Driskill, CFS* Financial Advisor at SESLOC Wealth Management*.

Seating is limited, so register today. Come early and enjoy some light refreshments before we start. We look forward to seeing you.

Doors open at 5:30 p.m. | Seminar begins promptly at 6:00 p.m.
Light refreshments served.

 

*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 CF: 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 products and services available to credit union members. CFS and its representatives do not provide tax advice. For specific tax advice, please consult a qualified tax professional.


TODO

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Date and Time

Wednesday Sep 12, 2018
6:00 PM - 7:00 PM PDT

Location

SESLOC Federal Credit Union
Paso Robles Branch
705 Golden Hill Rd
Paso Robles, CA 93446

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Fees/Admission

Free and open to the public

Website

https://www.eventbrite.com/e/understanding-social-security-tickets-49114914030

Contact Information

(805) 543-1846
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