Waukegan, IL, January 28, 2014: The word "retirement" can be music to the ears of some, and a terrifying thought to others. Often, the difference between music and terrifying all depends on the preparations you've made to ensure your finances in retirement. With that in mind, Consumer Credit union (CCU; $610 Million, Waukegan, IL) in cooperation with Allianz Life Financial Services LLC, is hosting a no-cost educational workshop, "7 Keys to Optimizing Social Security Benefits."
The workshop, headed by John Hennessy (pictured right), CRPC®, Regional Vice President of Allianz Life Financial Services, will outline the steps necessary to help achieve the income level one needs in retirement. John is uniquely equipped to assist those looking to maximize their retirement portfolio, thanks to 21 years' experience guiding financial professionals in creating retirement strategies needed to meet long term financial objectives -- regardless of market conditions.
Contact information ( * required )
"Planning for retirement can be a daunting task, especially if you're unsure where to start." said Sean M. Rathjen, CCU President. "In order to develop the right investment strategy, it's essential to equip ourselves with the tools needed to successfully navigate a path to retirement. Our workshop will provide answers to your questions and offer alternatives to help you make the best choices for your personal situation. It's a great opportunity to gather information to help you confidently prepare for your future."
"7 Keys to Optimizing Social Security Benefits" is a no-cost workshop open to both the public and credit union Members. The seminar is presented by Consumers Credit Union and Consumers Financial & Investment Services, in cooperation with Allianz life Financial Services LLC and the Consumers Cooperative Association, the credit union's sponsor.
Attendees will learn practical and easy-to-understand answers to questions about
Social Security basics including Medicare eligibility -- Parts A, B, C and D
Income benefits in addition to noting when those benefits are taxable and when they are not
When to start taking your benefits while touching on both Spouse and Survivor benefits
Working in retirement
Here are the details . . .
Date: Thursday, February 27, 2014
Time: 5:30 pm registration: seminar starts at 6:00 pm
Location: Keylime Cove, 1700 Nations Drive - Gurnee, IL.
RSVP: Cedric Ivy (CedricI@myconsumers.org or 847.265.5541)
Seating is limited, so please contact Cedric Ivy today to RSVP and for additional information about "7 Keys to Optimizing Social Security Benefits." Consumers Credit Union is Member-owned with offices in Waukegan, Mundelein, Round Lake Beach, Gurnee, North Waukegan, Volo . . . and online at www.myconsumers.org.