Mapping Out Your Social Security

How you can get the most out of your benefits.

Seminar: Dates in June
Webinar: Tuesday, June 13

There’s a big difference between not working and not worrying. But for millions of Americans, the worrying begins after the working ends. A “hit-or-miss” plan for generating retirement income may prevent you from enjoying the stress-free retirement journey you’ve worked so hard for. Don’t let this happen to you. Learn answers to your retirement income planning questions now.

This seminar will concentrate on the strategies and planning necessary to make your retirement successful. We’ll address the many issues affecting retirees such as:

  • How do I get the most from my pension and Social Security?
  • How should I invest to generate income during my retirement?
  • How can I make sure that I can meet my health care needs?
  • What sources of income should I draw upon and when?

You'll also receive a complimentary workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.


Registration Closed

Look for new dates in 2018. Interested in scheduling a meeting with one of our financial advisors to discuss Social Security? Email kwright@southeastfinancial.org.

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. Representatives are not tax advisors or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. To discuss your specific SSA benefits questions, please contact the SSA office in your area.FR-1718006.1-0217-0319