Social Security Informational Seminar

Credit Union of Denver is hosting a Social Security Informational Seminar

Social Security Just Ahead sign

 

 

 

 

 

 

 

 

 

Date:    May 1st 2018

Time:    2:00 pm

Where:  9277 W. Alameda Ave, Lakewood – Board Room

We realize this is a popular subject, however space is limited! Refreshments will be provided.

Please RSVP to 720.356.0103 by April 26, 2018 as this event is limited to the first 100 people who respond.

 

Everyone knows that Social Security is a complicated subject. We have brought together several resources for our members regarding Social Security and how this impacts your retirement planning.

Our experts will help you with the Social Security process, including:  

Josh Weller Social Security AdministrationJosh Weller from the Social Security Administration. He is a Public Affairs Specialist. Josh will be sharing helpful information on these topics:

How do you qualify for Social Security (SS) retirement benefits?

What is the best age to retire?

What Social Security benefits can I receive while still working?

What about spousal, survivor, and auxiliary SS benefits for children under 18?

Medicare eligibility, enrollment, Part’s A, B, C, & D.

 

 

 

Shelley Hoffman is our in-house Investment and Retirement expert from LPL Financial.

Shelley Hoffman LPL Financial

 

How does Social Security fit into retirement planning?

Opportunities to help fill your retirement income gap.

When should I start taking my Social Security? Factors to consider when deciding to take your benefits.

 

 

 

 

 

Laurie Wert, an Estate Planning and Trust Administration Attorney with Hughes Law Firm. 

Laurie Wert Estate Planning Hughes Law Firm

 

 

Laurie will share the top 5 “must have” documents.

 

 

 

 

 

 

 

Please RSVP by April 26, 2018 to reserve your spot at 720.356.0103.

We hope you find this helpful and informative.