Social Security Workshop

Hosted by Allegacy Investment Group / CFS*

Deciding on a strategy for claiming Social Security benefits can be complex. However, being educated on the many decisions involved in claiming your benefits, as well as their consequences, can help you define strategies that will best maximize the benefits you receive.

Join us as we discuss:

1. When to consider claiming Social Security benefits
2. How marital status impacts your benefits
3. How to potentially give your Social Security check a boost
4. How benefits for one spouse can be affected depending on many factors, including when and how the other spouse files.

^{*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. Allegacy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.}