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First Community Trust provides comprehensive seminars on retirement and estate planning

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Social Security Simplified: Make Confident Decisions About Your Benefits

March 4 6:00 pm - 7:00 pm

 

Social Security is an important part of retirement planning, but it can also be one of the most misunderstood. Knowing when and how to claim benefits can feel overwhelming without clear guidance. Join First Community Trust, a trusted financial partner with Advantage Credit Union, for this informative in-person seminar focused on helping you make confident Social Security decisions.

What you’ll learn:

  • How to determine the best time to claim your Social Security benefits
  • The pros and cons of claiming early, at full retirement age, or delaying
  • How working, spousal, ex-spousal, and survivor benefits can affect your income
  • How Social Security benefits are taxed and what to plan for

 

Social Security decisions can have a lasting impact on your retirement income. Make sure you understand your options before making a move.

A meal will be served at the seminar.

Register for this event here.

This presentation is intended solely for educational and informational purposes. No products or services are being sold or promoted.

 

Details

  • Date: March 4
  • Time:
    6:00 pm - 7:00 pm

Organizer

Lisa Grefe
Phone:
(515) 518.1813
Email:
lisa.grefe@fctrust.com
Website:
View Organizer Website

Venue

  • Advantage Credit Union
  • 121 W 3rd St N
    Newton, IA 50208 United States