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Social Security and Planning for Your Retirement

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? Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider. How can you get the most out of your benefits?

Join us for a complimentary seminar, presented by Jody Harris, Social Security Consultant and former social security administrator.You’ll find out more about your Social Security benefits and discuss the role they play when setting a direction for your financial future. 

You’ll learn the answers to your Social Security questions, including:

 

  • 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?

Dinner will be served. Space is limited, so reservations are requested. Call 281.422.3611 or 281.462.2728 to reserve your spot today.

Baytown area
Wednesday, May 20
Luna's
730 W Cedar Bayou Lynchburg Rd     
Baytown, TX 77521
6:00pm – 7:30pm 
Atascocita area
Thursday, May 21
Italiano's
8146 FM 1960    
Atascocita, TX  77346
6:00pm – 7:30pm
 

Jody Harris is not affiliated with CUSO Financial Services, L.P.* and or Community Resource 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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

 

 

 

 

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(281) 422.3611
(800) 238.3228

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