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Planning for Retirement

January 30 @ 6:00 pm - 7:00 pm

Details

Date:
January 30
Time:
6:00 pm - 7:00 pm
Event Category:

Venue

Clackamas Branch

Address:

9200 SE 82nd Avenue
Clackamas, OR 97086 United States
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Unitus Financial Advisors logo

 

Find out how to get the most out of your Social Security benefits.

 

Join Unitus Financial Advisors for a complimentary seminar:

  • Discover smart strategies for managing Social Security benefits during your retirement

  • Gain a clearer understanding of complex retirement issues with an experienced advisor

  • Learn about options that may help your retirement income last your lifetime

 

To learn more or reserve your spot, contact our Financial Advisor Coordinator,
Shelly Geweke, at 503.423.8519 or shelly.geweke@cunamutual.com.

 

 

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 SSA benefits questions, please contact the SSA office in your area. Representatives are registered, securities sold, advisory services offered through CUNA
Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Unitus Financial Advisors, which is not an affiliate of the
credit union. CBSI is under contract with the financial institution 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.

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