(Bend, OR) – Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. The decisions you make now could help you get more out of your benefits. Are you looking for more information about how to maximize your Social Security benefits? Join us for a free financial workshop on Social Security and Your Retirement to be held on Tuesday, March 17, 2015, 6:00 p.m. at Mid Oregon Credit Union, 1386 NE Cushing Drive, Bend. The workshop is presented by JC Hallman, Financial Advisor at Mid Oregon Financial Services. Call 541-382-1795 to reserve your seat. Refreshments will be served.
Your plans for drawing Social Security are a critical financial decision, and if you know the “rules of the road” it can make a big difference in the success of your retirement journey. Whether it’s the timing of starting Social Security or options for you and your spouse to coordinate your income plans, the path you follow could help you get the most out of your benefits. This seminar will address these issues and answer more of your questions:
- What are the rules for collecting your Social Security benefits?
- How can spouses coordinate their benefits and possibly receive more?
- Are there different routes to take that could potentially increase your benefit amount?
- How can Social Security fit within your overall retirement income plan?
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. B2MM-0911-9005SS