SOCIAL SECURITY: 7 KEYS TO ENHANCING YOUR BENEFITS

Thursday, July 9 at 6:30 pm
Doors open at 6:00 pm

at Bellco’s Colorado Springs East Branch

Social Security continues to play a critical role in a retirement strategy. Is your strategy taking full advantage of what Social Security offers? Host Justin Parks, Executive Financial Advisor with Osaic Institutions*, will share seven keys to enhancing Social Security benefits. Enjoy complimentary food and drinks, and learn to plan for your best, most active retirement.

Here’s what you’ll learn:

• Keys to understanding Social Security basics, including when to start taking benefits
• Keys that take a deeper dive into Social Security, such as working in retirement
• Keys to taking the next step by rethinking your retirement strategies

RSVP by Tuesday, July 7 by calling 303-364-0284 or email us at jjones.bcufinancial@bellco.org to confirm your seat.

*Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and Bellco Credit Union (“Bellco”) are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of principal. The past performance of any investment product should not be considered an indication of future results.  Insurance products may be purchased from a producer of your choice without affecting your relationship with Bellco. Bellco has contracted with Osaic Institutions to make non-deposit investment products and services available to credit union members.

SOCIAL SECURITY: 7 KEYS TO ENHANCING YOUR BENEFITS

Thursday, July 16 at 5:30 pm
Doors open at 5:00 pm

at Homewood Suites by Hilton Thornton Denver

Social Security continues to play a critical role in a retirement strategy. Is your strategy taking full advantage of what Social Security offers? Host Mike Mullen, Executive Financial Advisor with Osaic Institutions*, will share seven keys to enhancing Social Security benefits. Enjoy complimentary food and drinks, and learn to plan for your best, most active retirement.

Here’s what you’ll learn:

• Keys to understanding Social Security basics, including when to start taking benefits
• Keys that take a deeper dive into Social Security, such as working in retirement
• Keys to taking the next step by rethinking your retirement strategies

RSVP by Wednesday, July 15 by calling 303-367-9768 or email us at jhostak.bcufinancial@bellco.org to confirm your seat. Seating is limited, so reserve your spot early.

*Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and Bellco Credit Union (“Bellco”) are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of principal. The past performance of any investment product should not be considered an indication of future results.  Insurance products may be purchased from a producer of your choice without affecting your relationship with Bellco. Bellco has contracted with Osaic Institutions to make non-deposit investment products and services available to credit union members.

WILLS & TRUSTS 101

Complimentary webinar presented by The Hughes Law Firm

Saturday, July 18, 10:00 am

It’s not too late to start estate planning. Join us for a FREE 60 minute webinar to reduce your stress and worries, protect your assets and income, and plan wisely for your loved ones. Learn to avoid probate, wills vs. trusts, power of attorneys to handle disability issues, and asset protection from long term care costs.

To register for this complimentary webinar, select the Register button below.