As the current economic climate continues to fluctuate, many of us are looking ahead and doing
our best to determine what the future may hold for our financial way of life, from questions about
retirement to matters of Social Security. But while Social Security is a concept that sounds
straightforward, there are a number of factors to consider before making decisions.
CUSO Financial Services, L.P.* (CFS) advisors at InTouch Credit Union are pleased to
announce an upcoming webinar next month on “Understanding Social Security,” airing at 5:00
p.m. (CST) on Wednesday, September 9. This webinar is limited to the first 500 registrants.
Jody Harris†, Public Affairs Specialist with the SSA, retired, helps educate advisors about the
Social Security Program, and will present this webinar. Harris will focus on the key aspects of
the Social Security Program and will build your knowledge on Social Security benefits, filing
options and special situations.
This webinar is sponsored by Protective Life Insurance Company, along with Bobby Gentry†,
Regional Director with Protective Life Insurance Company.
Attendees can go to the Zoom link below and register for next month’s event today!
(*Non-deposit investment products and services are offered through CUSO Financial Services,
L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment
Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally
insured, are not guarantees or obligations of the credit union and may involve
investment risk including possible loss of principal. Investment Representatives are
registered through CFS. The credit union has contracted with CFS to make non-deposit
investment products and services available to credit union members.)
(†Jody Harris and Bobby Gentry are not associated with InTouch Credit Union or CUSO
Financial Services, L.P. and have no authority to bind InTouch Credit Union or CUSO Financial
Services, L.P. Jody Harris and Bobby Gentry’s biographies were provided by Jody Harris and
Bobby Gentry and have not been confirmed or verified by InTouch Credit Union or CUSO
Financial Services, L.P.*. InTouch Credit Union or CUSO Financial Services, L.P. does not
endorse any statement of Jody Harris and Bobby Gentry and cannot verify any of Jody Harris
and Bobby Gentry’s statements.)