5:30 PM-6:30 PM
Tuesday, March 9, 2021
Social Security is an important source of retirement income, with approximately 42 million people receiving benefits. Gain valuable knowledge about how to manage your retirement benefits while exploring what Social Security means to you. Topics include:
- Understanding how benefits are determined
- Deciding when to collect
- How spousal and survivor benefits work
- Different strategies for claiming
- Basic tax considerations
Presenter Ryan Bostwick, regional vice president of mutual funds at Transamerica, shares his expertise about financial planning with clients and advisors throughout Wisconsin. With nearly two decades of experience in financial services, he has developed substantial knowledge about Social Security, Medicare and other important aspects of retirement. Bostwick and Transamerica are not affiliated with or endorsed by LPL Financial or Investment Services at UW Credit Union.
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. UW Credit Union and Wealth Management at UW Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management at UW Credit Union, and may also be employees of UW Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of UW Credit Union or Wealth Management at UW Credit Union.
Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives 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.
UW Credit Union 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.
