News

Financial services experts to host social security seminars


John Shepherd and Anne Sinno of CUNA Mutual Group will host two no-cost, no-obligation Social Security seminars in Astoria and Seaside on Thursday, February 25, 2016, at TLC, a Division of Fibre Federal Credit Union.

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The first seminar will be held at noon on February 25 at TLC’s Seaside branch: 2315 N. Roosevelt Dr. The second seminar will be held the same day at 5:30 p.m. at TLC’s Astoria branch: 85 W. Marine Dr.

Due to the recent legislative changes to Social Security rules and filing options, determining a filing strategy is now even more complicated. This presentation will break down and explain the changes and the implications on Social Security planning, and how residents of the Astoria/Seaside area can make better informed decisions for their retirement.
Attendees will learn about:

  • The elimination of file-and-suspend and restricted filing strategies
  • How there are now three sets of rules for filing strategies
  • The resources needed to simplify Social Security planning

• How to manage payouts based on personal options

Seating is limited. Those interested in attending should call John Shepherd at 503-815-7203 to reserve a seat.