Join us for this educational workshop where you’ll learn key facts about the Social Security program, including:
- How benefits are calculated
- Full retirement age and choosing the right time to file
- Receiving benefits while working
- Provisional income and tax implications
- Options for spouses and ex-spouses
Event Date and Location
Tuesday, March 27 | 6:30-7:30 p.m.
Bothell Branch – 1926 201st Place SE, Bothell WA 98012
Wednesday, March 28 | 6:30-7:30 p.m.
Pacific Avenue Branch (Tacoma) – 3633 Pacific Avenue, Tacoma WA 98418
Thursday, March 29 | 6:30-7:30 p.m.
Burien Branch – 14647 Ambaum Boulevard SW, Burien WA 98166
Presented by CUSO Financial Services, L.P. (CFS) at Sound Credit Union and Protective Life.
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. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Protective Life refers to Protective Life Insurance Company and it’s affiliates, including Protective Life & Annuity Insurance Company. “Understanding Social Security” offered by Protective Life Insurance Company in all States except New York by protective Life & annuity Insurance Company. Both companies located in Birmingham, AL. There will be no life insurance sales presentation made at this seminar. Neither Protective Life nor the event host is associated with the Social Security Administration.
Visit www.ssa.gov for additional details.