Social Security and Your Retirement

Join us for a complimentary workshop to learn about maximizing your Social Security benefits during retirement.
Alaska USA Financial Advisors hold a variety of complimentary workshops throughout the year to show you how to plan, make strategic decisions, stay on target, and how retirement is about more than just investing.

Have you heard?

61 ½ is the new happy!

 

There are many routes to retirement—picking the right one for your unique circumstances can make a BIG difference. Alaska USA Financial Advisor James Kirk is holding a complimentary workshop to show you how Social Security benefits are an important piece of your retirement income plan, and how to make the most of those benefits.

Join James as he covers a wide variety of important topics, including:

  • Full retirement age and start date
  • Your plan for drawing Social Security benefits
  • Routes to potentially increase your benefits
  • “Rules of the Road” for receiving your Social Security benefits
  • Income from your investments, 401(k) plans, pensions, or other income sources
  • Making adjustments for inflation
  • Spousal benefits, eligibility, insurance, and more!

 

Alaska USA Glendale Operations Center
5551 W Talavi Blvd Glendale, AZ
April 23, 2020 at 6:00 pm

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You are welcome to bring a friend, but space is limited so please RSVP today.

Questions? Call 907-646-6424.

Space is limited. RSVP today!

James Kirk

Meet your Financial Advisor: James Kirk, CLU®, CHFC®, LUTCF®, RICP® 

James has been in the financial services industry for more than 28 years and has been a financial advisor for 16 years. He assists members with a wide range of goals, including wealth accumulation, retirement income planning, wealth transfer planning, savings for education, business succession planning, and insurance protection. James works with his members to help define their financial goals and concerns, and then carefully creates plans that align with their specific needs, time horizons, and tolerance for risk.

Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Alaska USA Financial Planning & Investment Services, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-XXXXXXXXXX Exp. 10/12/2021

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