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Retirement Bootcamp Series: Social Security & Your Retirement / Understanding Medicare

Wednesday, October 30, 5:30 PM
Summit Credit Union 10015 W Greenfield Ave Milwaukee, WI

Social Security & Your Retirement

Session starts at 5:30pm. Know the rules of the road to help make the most of your benefits:

  • Rules for collecting your Social Security benefits
  • Ways spouses may be able to coordinate their benefits and receive more
  • Different routes that could potentially increase your benefit amount
  • Ways Social Security can fit within your overall retirement income plan

Understanding Medicare

Session starts at 6:15pm. Simplifying the details:

  • Medicare basics and the differences between parts A, B, C & D
  • Tips for choosing your coverage and enrolling in Medicare
  • How to consider health care costs when planning your retirement income

Registration and refreshments begin at 5:00pm

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Trust services available through MEMBERS Trust Company. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-2663160.1-0719-0821