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.
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.