When

Wednesday, April 24, 2019 from 11:30 AM to 1:00 PM PDT
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Where

Landmark Square
111 West Ocean Blvd, Suite 400
Long Beach, CA 90802

 
Driving Directions

Contact

Elizabeth Wendt 
Alliant Retirement and Investment Services 
773-462-2380
investment-services@alliantcreditunion.com

 

     
 

Social Security: What you need to know before applying for benefits

The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

Together we'll discuss:

  • 5 factors to consider when deciding when to apply for benefits
  • When it makes sense to delay benefits - and when it does not
  • Innovative strategies for coordinating benefits with your spouse
  • Why you should always check your earnings record for accuracy
  • How to estimate your benefits
  • How to manage taxes on Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income

Reservations are required as space is limited.  48-hour notice in the event of cancellation is appreciated. 

I look forward to seeing you there! 

Presented by:

Matthew McMillon

Financial Consultant - Alliant Retirement and Investment Services

Financial Consultant Matt McMillon

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Alliant Credit Union and Alliant Retirement and Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.  The financial consultants of Alliant Retirement and Investment Services are registered representatives of LPL Financial.  

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, WA, WI, WV, WY.

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I am available to assist you in your financial journey. 

 

Feel free to contact me at any time to schedule a review of your financial plan.  I look forward to speaking to you soon. 

Matthew McMillon