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JOIN US FOR COMPLIMENTARY BREAKFAST AND A FREE SEMINAR HOSTED BY ENVISTA INVESTMENT ADVISORS

Social Security & Your Retirement

Tuesday, January 28 | 8:00 am
Envista Mortgage Event Center
3620 SW Wanamaker | Topeka, KS

Register to Attend

What will you learn?

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.

Please don't hesitate to reach out to Bret Lutz at 785-228-0149 ext. 8104 or bret.lutz@lpl.com with any questions about the seminar or other ways to help you feel more confident about your financial future.

Event Highlights

 

Mike Wells, CLU®, CFP® from TruStage™ 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

Timeline and Agenda

 

8:00 am - Doors open for networking and breakfast

8:30 am - Presentation begins

9:30 am - Q & A and open discussion

10:00 am - Event concludes

Mike Wells, CLU®, CFP® and TruStage™ are not affiliated with or endorsed by LPL Financial or Envista Investment Advisors.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Envista Federal Credit Union and Envista Investment Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Envista Investment Advisors, and may also be employees of Envista Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Envista Federal Credit Union or Envista Investment Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
 
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Envista Federal Credit Union