DO YOU KNOW THE RULES OF THE ROAD WHEN IT COMES TO SOCIAL SECURITY?

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 of the road when it comes to Social Security? Determining when to begin 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 virtual seminar on this important topic, at no cost and no obligation.

Prepare to Plan with The Summit’s Retirement & Investment Services

An exclusive virtual seminar to help you find out if you’re really ready to retire.


Wednesday, April 21st at 6:00 pm EST

The virtual seminar will give you the answers to your Social Security questions, including:

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What are the rules for starting your Social Security benefits?

How do spouses coordinate their benefits?

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Are there different routes to take that could potentially increase your benefits?

How do you decide where Social Security fits within your retirement plans?

RSVP now to register your virtual seat for this valuable webinar on social security and your retirement!

Please contact Ellen Harnischfeger, The Summit Federal Credit Union’s Retirement & Investment Services Manager at (585) 453-7230 or email Ellen.Harnischfeger@cunamutual.com with any questions.

The Summit Retirement & Investment Services 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-3408925.1-0121-0223