FULL - Social Security - More Than Meets the Eye


    *** THIS EVENT IS FULL ***

    You may think of Social Security as a simple thing – you sign a form around your 65th birthday, then sit back and cash the checks. But the truth is, there is a whole spectrum of options and choices to make when it comes to receiving benefits. During this time, we will take a closer look at the Social Security program: its benefits; how those benefits may be impacted by your decision about when to receive them; whether you take them while still working; and the tax consequences. We’ll also focus on spousal benefits as well as ex-spousal benefits.

    *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.

    Date: January 22, 2014
    Time: 6:00 PM - 7:30 PM
    Location: Longmont Learning & Development Center  ( view map )
    Address: 2050 Terry Street, Suite 101; Longmont

    Back to Events Calendar