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Blog > 2014 > May > May Seminar: Avoiding Social Security Pi...
May 01, 2014

May Seminar: Avoiding Social Security Pitfalls

Financial Center offers educational seminars to help keep our members and our community financially healthy. In the upcoming seminar, Matthew Tielker, our CFS* Financial Advisor, will be addressing Social Security choices and discussing when to begin drawing Social Security based on age, financial situation, and retirement lifestyle decisions.

To learn more about what Social Security choices you have, please visit our Wealth Builder’s seminar page. This seminar will be offered at our Castleton location on Saturday, May 10th from 9 – 10:30 am. Space is limited! Visit to reserve your spot today.

*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. CUSO Financial Services, L.P. and its representatives do not provide tax advice. For such advice, please contact a tax professional.

Category: Money Smart, Tags: Social Security
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