Fort Financial Wealth Management invites you to join us on Tuesday, October 24th at 6:00 p.m. for an informative seminar on your Social Security retirement benefits. You can attend in-person at our corporate branch in Fort Wayne or virtually.
Financial advisor Chris Birkenbeul, RICP® and Ash Brokerage will share their expertise on how to get the most out of your savings during your golden years. You will learn:
- What your full retirement age is and how your benefits are determined
- How your retirement date and age affects your benefits
- The importance of planning together with your spouse and the strategies to boost your benefits for you and your survivors
- How going back to work after you start receiving Social Security can affect how much you will get
By attending, you will also receive a free workbook that contains key information, worksheets and questions to help you retain important information from this seminar.
RSVP online to reserve your spot at the seminar and your free Social Security workbook. In-person seating is limited and on a first-come basis so RSVP soon.
If you have any questions, please contact Chris Birkenbeul at 260.435.5104 or chris.birkenbeul@cambridgesecure.com.
Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: IN, OH,MI, MS, NC, SC, VA, TN. Fixed Insurance products are offered through Fort Financial Wealth Management.
Cambridge, Fort Financial Wealth Management and Fort Financial Credit Union are not affiliated. Non-deposit Investment products are not NCUA insured, not credit union guaranteed, may lose value. NCUA information that appears below relates to credit union services and should not be construed as applying to investment services.
IMPORTANT DISCLOSURES Ash Brokerage does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.