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Social Security and Retirement Planning Seminar
KEMBA Financial Credit Union is proud to offer a special pre-retirement informational seminar to you.
Frank Yensel, CRPC, CLU, Financial Advisor for KEMBA Retirement Planning & Investment Services*, along with Regional Social Security Representative John LaMotte**, will be on hand to discuss everything you need to know before you retire and answer any questions you may have about Social Security
and retirement.
Social Security and Retirement Planning Seminar
Thursday, November 19, 2009 - 7:00 p.m.
KEMBA’s Corporate Office in Gahanna
555 Officenter Place
Gahanna, Ohio 43230
The following topics will be covered:
• The three most common mistakes employees make
• Investments to generate income during retirement
• What sources of income you should draw upon and when
• Can you take early retirement?
• Making sure you meet your health care needs
• Information about Medicare
• How to avoid unnecessary taxes on Social Security benefits
• Social Security eligibility, benefits and upcoming changes
If you are considering retiring within the next five years, are currently retired, or have a retired family member, this seminar is for you!
Space is limited, so please make your reservations today! RSVP for this seminar by or call 800.282.6420 or 614.235.2395, option 4.
*Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.
** John LaMotte is not affiliated with KEMBA Retirement Planning and Investment Services, CBSI, or any of its representatives.
FR100916-216C
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