Broker Check
29 Oct
Social Security & Retirement Planning Seminar - Oxford

Description

Welcome to our Social Security & Retirement Planning Presentation. This event is designed for individuals looking to plan their retirement income and seeking to understand their social security options and the potential shifts in the tax landscape.


What You Can Expect
At our presentation, you'll learn about:

1) Maximizing Social Security Benefits

2) Determining retirement spending

3) Tactical Individual Retirement Account (IRA) distributions

4) Generating tax efficient retirement income

5) Planning considerations for when one spouse passes

This event is a must-attend for anyone seeking to stay informed and proactive about their retirement planning.

Cetera Investment Services LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

Date and Time

Wed, Oct 29, 2025

6:00p - 7:00p EST

Location

Social Security & Retirement Planning Seminar

Citadel Credit Union
105 Commons Drive
Oxford , PA 19363

Note

Light refreshments and food will be served.

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Event Registration

Will you be able to attend this event?