Social Security and Your Retirement

Know the rules of the road to help make the most of your benefits

Del Norte Investment Services Social Security SeminarPlanning for the future is an important step that we should take now, but many of us don’t take until later.  Planning today, for tomorrow, is what Del Norte Investment Services, would like to help you with. You are invited to a no cost, no obligation seminar about Social Security and Your Retirement.

Our goal:  Help you learn how to make the most of your Social Security benefits when you retire.

Learn:

  • Answers to common Social Security questions, and
  • Routes you can take to help get the most out of your benefits, and
  • How to set a clear direction on your road to retirement, and
  • Ways to develop a retirement income plan that considers your Social Security situation.

Details:

Del Norte Credit Union Los Alamos
1000 Trinity Drive, Los Alamos
Tuesday, September 25, 2018, Noon - 1 p.m.

Del Norte Credit Union Midtown Financial Center
604 W. San Mateo Road, Santa Fe – just off St. Francis Drive
Tuesday, September 25, 2018, 5:30 – 6:30 p.m.

Space is limited. Call today! RSVP required to 505.455.5319. Light fare will be provided.

Not interested in social security benefits but would still like to know your options for planning for the future?  We have other seminars through the year designed to give you the tools you need to be successful with financial planning for life. Call 505 455-5319 to schedule an appointment with our friendly advisor to find out more.

Our mission is to improve lives. We would like to be your partner for a better future.

 
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI) member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with DNCU to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all 50 states of the United States of America. Representatives are not tax advisors or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. To discuss your specific Social Security benefits, please contact the Social Security Administration office in your area.
Guest speakers are not affiliated with CBSI or its representatives. Opinions expressed are those of the presenter and are not necessarily those of CBSI or its representatives.   Adtrax FR-1927944.1-1017-1119