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Social Security & Your Retirement

Event Details

Date Tuesday, January 23, 2024
Time 6:00pm
Location Virtual Seminar

Social Security & Your Retirement

Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.

Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Mike Mason from TruStage™ Annuities will walk through specifics about Social Security and help you understand:

  • The rules for starting Social Security benefits
  • How spouses coordinate their benefits
  • Different things you can do to potentially increase your benefits
  • Where Social Security fits into your retirement plans

Click here to reserve your spot

Please don’t hesitate to reach out to our Financial Advisors with any questions about the seminar or other ways to help you feel more confident about your financial future.

Contact our Financial Advisors

Matthew Vickers

Matthew Vickers  |  LPL Financial Advisor
Matthew.Vickers@lpl.com

Located at:  Community 1st Credit Union
235 Richmond Ave.  -  Ottumwa, IA

Phone:  641.684.1114
Toll-Free:   866.360.5370  Ext: 1114

Check the background of investment professionals on FINRA’s BrokerCheck.

Tyler Sendejas

Tyler Sendejas  |  LPL Financial Advisor
Tyler.Sendejas@lpl.com

Located at:  Community 1st Credit Union
235 Richmond Ave.  -  Ottumwa, IA

Phone:  641.683.6424
Toll-Free:   866.360.5370  Ext: 6424

Check the background of investment professionals on FINRA’s BrokerCheck.


Mike Mason and TruStage™ are not affiliated with or endorsed by LPL Financial.

TruStageTM Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution.  All contracts and forms may vary by state and may not be available in all states or through all broker/dealers.

CMGA-4769383.2-0623-0625  © TruStage

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