Webinar

Social Security and Retirement

Posted:
July 6, 2026
July 15, 2026

Get to know the Social Security rules for retirement

Our complimentary seminar on 7/15/2026 can help

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. Jim Burke from TruStage™ Annuities 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


Reserve your virtual seat by clicking here.

Please don’t hesitate to reach out at Horace Daniel or horace.daniel@lpl.com with any questions about the seminar or other ways to help you feel more confident about your financial future.

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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. Spectra Credit Union and Spectra Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Spectra Investment services, and may also be employees of Spectra Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Spectra Credit Union or Spectra 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

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Jim Burke and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Spectra Credit Union.
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TruStage TM Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution.  All contracts and forms may vary by state and may not be available in all states or through all broker/dealers.
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GA-4769383.3-0225-0327 © TruStage

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