AmeriCU Investments is pleased to welcome Bruce Ravech from Allianz to discuss Social Security benefits. Join us on Tuesday, August 6 from 5:00 – 5:45PM at AmeriCU’s Learning Center located at 231 Hill Road in Rome.
Ravech will discuss Social Security basics and the timing of benefits. He will also cover topics such as tax implications, spousal and survivor benefits, and the fundamentals of Medicare. Attendees will gain valuable insights and guidance all while enjoying a mocktail.
The Mocktails and Money Series offered by AmeriCU Investments will offer valuable financial education and guidance to help members make informed decisions about their future, while providing essential knowledge to navigate financial matters confidently. These events will feature interactive discussions and a question-and-answer session with financial professionals.
The workshop is open to the public with registration now available. Space is limited, so interested individuals can reserve their seats by visiting https://forms.office.com/Pages/ResponsePage.aspx?id=eG_vf4RGekG5UikRQFEP1UBd_3_rcZlHpBr8SvKQr3ZUMkNDSDJHVEtFMU1GRzRPMDNRUzU5MjRFTy4u.
Allianz is not affiliated with LPL Financial
About AmeriCU Investments
The financial professionals at AmeriCU Investments provide retirement planning and financial advising services through LPL Financial (LPL), a registered investment advisor and broker-dealer. Whether you’re just starting to save and invest or nearing retirement, professional advice from our financial professionals can help you plan and pursue your financial goals. We offer a full range of financial planning services to help you plan, save, invest for retirement, and to leave a financial legacy.
Raymond Acosta is a financial advisor with, and 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. AmeriCU Credit Union and AmeriCU Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using AmeriCU Investments, and may also be employees of AmeriCU Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, AmeriCU Credit Union or AmeriCU Investments. 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 |
AmeriCU Credit Union (“Financial Institution”) 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.
PLATINUM INVESTORS
