When

Tuesday, August 16, 2022 from 4:00 PM to 5:00 PM CDT
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Where

This is an online event. 

Contact

Nancy Ortiz 
Alliant Retirement and Investment Services 
773-462-8822 
investment-services@alliantcreditunion.com 

 

 

Understanding Social Security:

A Look at the Big Picture

Choices about Social Security affect your retirement, and we want to help you look at the big picture before making important decisions.

Join us for this educational webinar to learn key facts about the Social Security program, including:  

  • How benefits are calculated
  • Full retirement age and choosing the right time to file
  • Receiving benefits while working
  • Provisional income and tax implications
  • Options for spouses and ex-spouses
  • How Social Security can play an important role in supplementing your retirement income

Presented by:

Thomas A. Davia, CFP

Financial Consultant - Alliant Retirement and Investment Services

Learn More About Tom

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Alliant Credit Union (ACU) and Alliant Retirement and Investment Services (ARIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ARIS, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ACU or ARIS.  Securities and insurance offered through LPL or its affiliates are:

Tom Davia, Alliant Retirement and Investment Services and LPL Financial are not affiliated with the Social Security Administration or any government agency.: