Understanding the Importance of Social Security Claiming Decisions
Don’t let misconceptions cost you tens of thousands of dollars in lost Social Security income.
Join OCCU Investment Services* to learn how these decisions may help you enjoy a more financially comfortable retirement. At this seminar, our financial consultants will explain why a Social Security claiming decision can be one of the most important retirement choices to make.
We’ll also cover topics including:
- What claiming strategy is still available and who is eligible after changes took place last year.
- Three things everyone should consider before claiming Social Security benefits including delays to claiming and the importance of spousal benefits.
Lunch or dinner will be provided during the workshop session.
*Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its 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.