Consumer Credit Union, in cooperation with Allianz Life Financial Services LLC, is hosting a free educational workshop titled "7 Keys to Optimizing Social Security Benefits." The workshop, headed by John Hennessy, CRPC, regional vice president of Allianz Life Financial Services, will outline the steps necessary to help achieve the income level one needs in retirement.
Registration will start at 5:30 p.m. and the seminar will start at 6 p.m. Thursday, Feb. 27, at KeyLime Cove, 1700 Nations Drive, Gurnee. Seating is limited. To RSVP or for more information, contact Cedric Ivy at CedricI@myconsumers.org or (847) 265-5541.
Hennessy 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.
"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; and working in retirement.
Consumers Credit Union is member-owned with offices in Waukegan, Mundelein, Round Lake Beach, Gurnee, North Waukegan, Volo and online at www.myconsumers.org.