Wednesday, November 18, 2021, 12 – 1:00 pm
NFG - Online
Elizabeth Newport, Public Affairs Specialist, Social Security Administration Boston Region
Jonathan Whitehouse, CFS Financial Advisor
Social Security works to protect each one of us and our family members throughout our lives. We may be familiar with the Social Security Retirement Insurance benefits that are based on eligibility and are available once you stop working. Understanding these benefits are an important part of planning for your future. Learn how working may affect those benefits and whether you will have to pay federal taxes on your Social Security income. Finally, we will review your Medicare Health Insurance entitlement and Medicare Part B enrollment periods.
Joining our guest speaker will our local CFS Financial Advisor to help answer retirement questions, share perspective on when to take your benefit, and ways to maximize your Social Security benefit.
*Participation in this presentation does not constitute an endorsement by the Social Security Administration (SSA) or its employees, of the organizations, and information and products not provided by SSA.
**Investments are offered through CUSO Financial Services, L.P. (CFS) and are not NCUA/NCUSIF insured, are not guarantees or obligations of the credit union, and may lose value.