FREE Financial Planning Seminars

 

Getting the Most from Social Security

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, May 14, 5:30pm
Augusta Branch: Wednesday, May 15, 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, 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.

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