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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?  Determining when to begin benefits could e one of the biggest financial decisions you face, and there are key issues to consider.  Here’s an opportunity to attend a valuable educational virtual seminar on this important topic, at no cost and no obligation.

In this session, you will learn:

  • The important rules of the road for receiving Social Security benefits
  • How to evaluate the possible routes you can take to make the most of Social Security benefits
  • Ways to develop a retirement income plan that considers your Social Security situation

When:  Wednesday, May 13, 2020
Time:  There are two opportunities to view this seminar; 11:00 a.m. or 1:00 p.m.
Reserve your seat:  Click here to reserve your seat for the 11:00 seminar; Click here to reserve your seat for the 1:00 p.m. seminar

Space is limited so please make your reservations today.  We look forward to “seeing” you on the 13th!

 

 

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. All guarantees are based on the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. 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. 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. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully. MGA-

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 Social Security benefits, please contact the Social Security Administration office in your area.