Planning to retire soon? Determining how social security fits within your retirement income plans could be one of the biggest financial decisions you’ll face. That’s why DuPage Credit Union is inviting the community to attend a complimentary seminar, Social Security and Your Retirement, from 6 to 7 p.m. on Tuesday, February 27th at its Naperville Operations Center, 1515 Bond Street. This seminar is a no-cost, no-obligation event presented by Tom Trost, a Certified Financial Planner™ of DuPage Financial Advisors, located at DuPage Credit Union’s Wheaton Branch Office.
Topics addressed during this seminar, include:
- How Social Security fits within your retirement income plans.
- The different routes to take that could potentially increase your benefits.
- Key investment principles to help increase your assets.
- The right investment options for your retirement income plan.
For details or to sign up, visit dupagecu.com or call 800-323-2611.
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.
All guarantees are based on the claims-paying ability of the issuer. Insurance & Investments and MEMBERS are marketing names for the products, services and programs offered by CMFG Life Insurance Company (CMFG Life), MEMBERS Life Insurance Company (MEMBERS Life) and other leading carriers. MEMBERS® is a registered trademark of CMFG Life. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates.
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.