FREE Financial Planning Seminars

 

Getting the Most from Social Security: Know Your Benefit and Understand Your Options

Certified Financial Planner, Gary Slipp, of Northeast Planning Associates, Inc. will conduct this exclusive seminar for cPort members. A few key decisions can make a big difference in the amount of your Social Security benefit. Social Security is a critical component of retirement planning – and one that can be overwhelming and potentially costly if you are uninformed. Many retired Americans are collecting reduced Social Security benefits – likely because they are unaware of options that may increase their benefit payments.


Gary will cover these key topics:

  • Key Social Security benefit decisions
  • Simple steps that can help maximize your benefit
  • How to get started

 

Dates and Locations:
Forest Avenue Branch - Tuesday, March 24, 2015 at 5:30pm
Augusta Branch - Wednesday, March 25, 2015 at 5:30pm

 


 

Space is limited for these events, so we encourage you to RSVP today: please call Laura at 1-800-464-0253 ext. 4137 or email lmiller@cportcu.org.

 


 

Financial Planner offers advisory services through Northeast Planning Associates, Inc. (NPA), a registered investment advisor. Securities offered through LPL Financial, member FINRA/SIPC. Credit union, NPA, and LPL Financial are not affiliated. Products and service provided: are NOT federally insured by the NCUA, are NOT obligations of the credit union, are NOT guaranteed by the credit union, and may involve investment risks including possible loss of principal. Branch: 50 Riverside Industrial Parkway, Portland, ME 04103, Tel. 800-464-0253.

 

Before investing, you should carefully consider a fund’s investment objectives, risks, charges, and expenses. Contact your financial professional, visit principalfunds.com, or call 800-222-5852 to obtain a prospectus containing this and other information. Read the prospectus carefully before investing.

 

Branch: 50 Riverside Industrial Parkway, Portland, ME 04103, Tel. 800-464-0253.
 

You are about to leave cPort CU's site