Social Security

Wednesday, March 25, 2020 - 6:00 - 7:30 pm

Delta Hotels by Marriott
1117 Williston Road, South Burlington, VT 05403

Jonathan Whitehouse & Scott Hinman, ChFC®, Financial Advisors, CUSO Financial Services, L.P.*
Seats Available

As you near retirement, one of the biggest financial decisions you'll need to make is when to begin receiving your Social Security retirement benefits. For most Americans, Social Security is one of the three pillars of retirement income, in addition to pensions or other retirement plans and their own personal savings.  How and when to draw money from each of these pillars can have a drastic impact on the income you receive throughout your retirement, and the income your surviving spouse may receive as well. It's important to take the time to explore your options and make a well-informed decision.

In this seminar on Social Security Retirement Benefits, you'll learn:

  • What your full retirement age is and how your benefit is determined
  • How taking benefits earlier or later than your full retirement age will affect your Social Security benefit
  • Why it's important to plan together with your spouse and strategies you can use to boost retirement and survivor's benefits
  • How working after you begin receiving Social Security could affect how much you receive

*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. New England Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.