Savvy Social Security Planning
What baby boomers need to know about their retirement income
Join us
A new generation is getting ready to collect Social Security. Find out what you need to know to make the most out of your retirement benefits.
Workshop events:
October 22, 4:30pm
Community Room
Global Credit Union’s
Mt. Vernon Branch
October 28, 4:30pm
Kingsgate Library
12315 NE 143rd St
Kirkland, WA 98034
October 29, 4:30pm
Oak Harbor Library
1000 Se Regatta Dr
Oak Harbor, WA 98277
Hosted by: Andrew Lee, CFP ™, EA
Financial Advisor
425-528-1908
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Financial Professionals are not tax advisors or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. To discuss your specific SSA benefits, please contact the SSA office in your area.
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. Global Federal Credit Union and Global Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Global Retirement & Investment Services and may also be employees of Global Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Global Federal Credit Union or Global Retirement & Investment Services. 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.