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Virtual Seminar, Wildfire Financial Group

Social Security and Your Retirement

An older couple walking bikes on the beachfront.

Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way – especially with how Social Security works.

Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you.

Details

Travis Stanley from TruStage™ Annuities will walk through specifics about Social Security and help you understand:

  • The rules for starting Social Security benefits
  • How spouses coordinate their benefits
  • Different things you can do to potentially increase your benefits
  • Where Social Security fits into your retirement plans

Space is limited, so make your reservations today. Contact Wildfire Financial Group, located at Wildfire Credit Union, with any questions at 989-249-8220.

 

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Travis Stanley and TruStage™ are not affiliated with or endorsed by LPL Financial or Wildfire Financial Group.

TruStage™ 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, 2000 Heritage Way, Waverly, IA, 50677. 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.
CMGA-4769383.2-0623-0625 © TruStage

* Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wildfire Credit Union and Wildfire Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wildfire Financial Group, and may also be employees of Wildfire Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wildfire Credit Union or Wildfire Financial Group. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value

Wildfire Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.