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Have questions about your Social Security benefits? We might be able to help. Learn more at a compli...
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As you approach retirement, when to claim your Social Security benefit is one of the biggest financial decisions you’ll need to make. The answer is not always that simple. We want to help you make an informed, educated decision.
Attend a complimentary seminar, Social Security: When should you start receiving retirement benefits, presented by David Weis, our knowledgeable and experienced financial advisor available through our broker-dealer CUSO Financial Services, L.P. (CFS)*.
Light refreshments will be served.
David will discuss the topics below and be able to field some questions after the presentation.
To register, please contact Jenny Remes no later than the day before the seminar by email or at 314.919.1006. Feel free to invite others who could benefit from this seminar; non-members are welcome.
Space is limited. There is no cost to attend.
Use our calculator to see how prepared you are and what you can do to improve your retirement outlook**. Fill out the contact form on the page and share your results with David. He can help you discover how much Social Security you will receive and create a retirement income plan when you’re able to meet privately.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
**The results and findings presented by this calculator may vary due to use input and assumptions. A CFS financial advisor may be able to discuss your results in greater detail and give a more in-depth financial analysis.