Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security?

5PM CST on December 19, 2023, on Zoom

Presented by Josh Taylor from CUNA Mutual Group.

Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation:

• What are the rules for starting your Social Security benefits?
• How do spouses coordinate their benefits?
• Are there different routes to take that could potentially increase your benefits?
• How do you decide where Social Security fits within your retirement plans?

Josh Taylor and CUNA Mutual Group are not affiliated with or endorsed by LPL Financial and Southeast Financial Wealth Management.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.