Webinar: Social Security and Your Retirement

Presented by CUNA Mutual* and the MEMBERS Financial Services** Program located at SLFCU.

The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

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 when it comes to Social Security? Determining when to begin drawing benefits could be one of the biggest financial decisions you face, and there are key issues to consider. Here’s an opportunity to attend a valuable educational webinar on this important topic, at no cost and no obligation.

During this webinar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to these Social Security questions and more: 

• What are the rules for starting your Social Security benefits?
• How can 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?

Join us virtually at this Webex^® webinar presented by Mike Wells, CFP^®, CLU^®, Regional Vice President, CUNA Mutual Group: 

Tuesday, July 13 at 7:00 p.m. MDT (6:00 p.m. PDT) Register now

SLFCU members can take advantage of personal financial management services through our collaboration with MEMBERS Financial Services** (a CUNA Brokerage Services Group). To make a no-cost, no-obligation appointment, contact their professional financial advisors at 505.237.3930 or 505.237.7140, or send an email to membersfinancial@slfcu.org.  

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 Administration benefits, please contact the SSA office in your area.

* CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS^® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers.

** MEMBERS Financial Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3651703.1-0621-0723