Understanding Social Security seminar
Oregonians Financial Planning wants to invite you to an informational meeting about Social Security benefit options and how they may influence your retirement decisions.
Choices about Social Security affect your retirement. Make sure you look at the big picture before making important decisions.
Wednesday, June 27th @ 6:00pm
Oregon Children's Theatre
1939 NE Sandy Blvd
Portland, OR 97232
Join us for a no-cost, no-obligation seminar that will answer your Social Security questions and discuss routes you can take to help get the most out of your benefits.
During the seminar you will learn key facts about the Social Security program, including:
• How benefits are calculated
• Full retirement age and choosing the right time to file
• Receiving benefits while working
• Provisional income and tax implications
• Options for spouses and ex-spouses
Space is limited. Please RSVP by clicking the
REGISTER FOR EVENT
For questions, please call Taylor at 503.239.3060 or email him at Taylor.McClish@cunamutual.com.
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.
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.
Seating for this session is full.
Please contact Brandon Porter at 503.276.1162 or email
to be placed on the waiting list or to learn about other options.
Thank you for your interest!
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