Social Security Seminar

Join us for an informational meeting about Social Security benefit options and how they may influence your retirement decisions.

Are you planning to take early retirement … or do you want to continue working until, or beyond, full retirement age?

Whatever your plans, this meeting will help you make informed decisions about your Social Security benefit options, and how much money you may need from other sources to supplement your retirement income. You’ll also find out about variable annuities, a retirement income strategy which could potentially provide a steady stream of income that can help bridge any gaps. 

Topics include:

  • Maximizing Social Security income for you and your spouse
  • Understanding the impact and potential costs of starting Social Security benefits before your full retirement age
  • Strategies to help reduce taxation of Social Security benefits

Presented by Trish Regan, Regional Vice President, Prudential and hosted by Dan Lewis, CFS* Financial Advisor at Arrha Credit Union

Wednesday, May 31
5:30–6:30 PM

at Arrha Credit Union, 145 Industry Avenue, Springfield, MA
Deadline for Registration: Friday, May 26
(seating is limited)

Register by calling Arrha Credit Union at 413-732-9812 or email us at Dan.Lewis@cusonet.com

*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. CFS and its Registered Representatives do not provide tax advice. For such advice, please consult a qualified tax advisor.