Maximizing Social Security and Managing Healthcare Costs In Retirement

Maximizing Social Security and Managing Healthcare Costs In Retirement
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Event Date: 
Wednesday, January 25, 2017
Event Location: 
The Valley River Inn
1000 Valley River Way
Eugene, OR 97401
Lunch Session: 12:00 p.m. - 1:30 p.m. – lunch will be provided
Dinner Session: 5:45 p.m. - 7:15 p.m. – dinner will be provided

Maximizing Social Security and Managing Healthcare Costs In Retirement

Oregon Community Credit Union is proud to sponsor a complimentary seminar hosted by the Oregon Community Investment Services Team.*

Gain a wealth of information on two topics that are crucial for all retirees to understand. In addition to learning strategies that can help maximize your Social Security benefits, you’ll also learn how to manage your healthcare costs in retirement, gain insight into Medicare, the Affordable Care Act, and long-term care expenses.

Join us for this brief and informative session to learn about:

  • 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
  • Estimating your future healthcare costs in retirement
  • Understanding Medicare Parts A, B, C, and D, what they cover, and what they cost

Seating is limited.
Please reserve your seat by registering online, by email, or by phone 541.681.6231.

*Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or it’s licensed affiliates. Oregon Community Credit Union and Oregon Community Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Oregon Community Credit Union deposits and are not NCUA insured. These products are not obligations of Oregon Community Credit Union and are not endorsed, recommended or guaranteed by Oregon Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
Scott Roots, Cathy Stoppel, Ben Wenzel, Ryan Lew & Korey Cheshire offers securities products and services as a Registered Representative of LPL Financial. Oregon Community Investment Services is not affiliated with Prudential Financial. Oregon Community Investment Services sells insurance products of Prudential Financial's affiliated insurance companies in addition to products of non-affiliated insurance companies. Oregon Community Investment Services is authorized to sell and service certain insurance products of Prudential Financial's companies as well as use this material. 

Investors should consider the features of the contract and the underlying portfolios' investment objectives, policies, management, risks, charges and expenses carefully before investing. This and other important information is contained in the prospectus, which can be obtained from your financial professional. Please read the prospectus carefully before investing. 

Variable annuities are issued by Pruco Life Insurance Company (in New York, by Pruco Life Insurance Company of New Jersey), Newark, NJ (main office) and distributed by Prudential Annuities Distributors, Inc., Shelton, CT. All are Prudential Financial companies and each is solely responsible for its own financial condition and contractual obligations. Prudential Annuities is a business of Prudential Financial, Inc.

This material is for informational or educational purposes only. The information is not intended as investment advice and is not a recommendation about managing or investing your retirement savings. In providing these materials, the issuing companies and distributor listed above are not acting as your fiduciary as defined by the Department of Labor.

Annuity contracts contain exclusions, limitations, reductions of benefits, and terms for keeping them in force. Your licensed financial professional can provide you with complete details.

Prudential Annuities and its distributors and representatives do not provide tax, accounting, or legal advice. Please consult your own attorney or accountant.
© 2016 Prudential Financial, Inc. and its related entities. Prudential Annuities, Prudential, the Prudential logo, the Rock symbol, and Bring Your Challenges are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide. 
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