Wednesday Jul 10, 2019
6:00 PM - 7:00 PM EDT
6 – 7 p.m.
WCCU Main Office Westerly, RI 02819
122 Granite Street
FREE. RSVP Only Event.
Kate Craig, WCCU Marketing Specialist
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Social Security and Your Road to Retirement
Topics include:
The Value of Social Security • Receiving Social Security Benefits
Maximizing Your Benefits • Setting Up a Retirement Income Stream
Retirement Income Planning Process • Your Next Steps
Hosted by:
MEMBERS Financial Services
Sponsored by:
Westerly Community Credit Union
Seating is limited, please RSVP to Kate Craig, Marketing Specialist,
at 401.596.7000 x2142 or email kcraig@westerlyccu.com by July 3, 2019.
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. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. 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.
MGA-1368778(CM).4-1118-1220 © 2018 CUNA Mutual Group
Printed courtesy of www.oceanchamber.org/ – Contact the Ocean Community Chamber of Commerce for more information.
1 Chamber Way, Westerly, RI 02891 – (401) 596-7761 – info@oceanchamber.org