When

Tuesday, August 22, 2023 from 6:00 PM to 7:00 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


 

Savvy Social Security

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 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

Presented by:

Joe Gaspari

Financial Consultant - Alliant Retirement and Investment Services

 

Learn More About Joe

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:

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