Events

Learn the Social Security Rules of the Road

Monday, October 17, 2022
06:00 PM - 07:30 PM

• What are the rules for starting your Social Security benefits? • How do spouses coordinate their benefits? • Are there different routes to take that could potentially increase your benefits? • How do you decide where Social Security fits within your retirement plans?

Learn the Social Security Rules of the Road

Monday, October 17th @ 6:00 pm EDT - 7:00 pm EDT

 

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security?

Presented by, Mike Mason CRPC, NSSA, BFA, CSS from CUNA Mutual Group.

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

  • What are the rules for starting your Social Security benefits?
  • How do spouses coordinate their benefits?
  • Are there different routes to take that could potentially increase your benefits?

How do you decide where Social Security

 

 

This workshop is educational only and is not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution.

CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates, these entities and Mike Mason are not affiliated with LPL Financial. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers.

 

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