San Francisco, California
London, United Kingdom
Are you nearing eligibility for Social Security or considering retirement? A misunderstanding of Social Security benefits can be fatal to your plan for retirement.
In this workshop, our CFS* Financial Advisor, Matthew Tielker, will discuss everything you need to know about Social Security benefits before you retire. Attendees will also take home a free copy of the 2014 Guide to Social Security.
Breakfast will be provided!
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and 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. CUSO Financial Services, L.P. and its representatives do not provide tax advice. For such advice, please contact a tax professional.