Social Security: Seven Keys to Enhancing Benefits
Help enhance your social security benefits
What does retirement look like to you? Will Social Security still be there for me? The decisions that you make now can have an impact on the amount of benefits you stand to receive over your lifetime.
Join us for this complimentary seminar, where we’ll provide you with all of the basic knowledge about how to help enhance your social security benefits.
Hosted by Consumers Credit Union and our CFS* Financial Advisors. Presented by Scott Russomanno, Regional Vice President of Allianz.
Scott Russomanno is not affiliated with CUSO Financial Services, L.P. and/or Consumers Credit Union.
*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. Consumers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA and investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.