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Maximizing Social Security in Retirement

Hosted by CFS* Executive Financial Advisor, Stephanie Gudka, CFP® , and Jody Harris, Social Security Consultant to learn why Social Security continues to play a critical role in a retirement strategy.

RSVP:  Call 303-487-8466 or email cfs-ccrews@bellco.org

In this seminar, you will learn:

  • What your full retirement age is and how your Social Security benefit is determined.
  • How retiring earlier or later than your full retirement age may affect your Social Security benefit.
  • Why it's important to plan with your spouse, and strategies you can use to boost retirement and survivor's benefits.
  • How working after you begin receiving Social Security could affect how much you receive.

Doors open at 11:45 am
Seating is limited. Lunch will be served.

Jody Harris is not affliated with CUSO Financial Services or Bellco Credit Union.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA /SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union customers.