Know the rules of the road to help make the most of your benefits
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. Join us for a no-cost, no-obligation seminar that will answer your Social Security questions and discuss routs you can take to help get the most out of your benefits. Find out how to set a clear direction on your road to retirement.
Wednesday, October 23 | 6 p.m.
consin Credit Union’s
1601 Maxwell Drive | Lower Level
From 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
Hosted by Alex Burian,
Financial Advisor with WESTconsin Investment Advisors
Special guest Marshall Heitzman,
Retirement Planning & Sales Consultant,
CUNA Mutual Group | MEMBER Insurance & Investments
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A WESTconsin Investment Advisors. 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.
MGA-840147.3-0117-0219 | © CUNA Mutual Group 2017
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Session To Attend
6:00 PM CT
consin Credit Union
HUDSON OFFICE | 1601 Maxwell Drive
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