Retire Wisely | Tuesday, February 15 | 12:00 noon
A financial planner will cover these topics:
- Developing a retirement strategy
- Understanding the options associated with Social Security
- Understanding the options associated with Medicare
- Learning about the options to help minimize the risk of outliving your savings
Demystify Social Security | Thursday, March 3 | 12:00 noon
A financial planner will cover these topics:
- When should you file?
- Social Security strategies
- Are there income taxes on my Social Security?
Will You Be Ready - Wills Seminar | Wednesday, March 23 | 12:00 noon
Attorney Jennifer Tricker, will cover:
- Estate planning
- Probate
- Trusts vs. Wills
We are also willing to create customized seminars based on your needs. For more information please contact the credit union at 402.472.2087.