Social Security and Your Retirement Webinar

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Date: 09/29/2026
Time: 12 p.m. ET
Virtual
Event type : Webinar

Make social security work harder for you

We're excited to share the Social Security and Your Retirement seminar with you. When helping people plan for and grow their retirement, it's helpful to have impactful resources at your disposal. This seminar is brought to you exclusively by TruStage™ Annuities.

We'll explore:

  • Important rules for receiving Social Security benefits
  • Evaluate the possible routes to make the most of Social Security benefits
  • Ways to develop a retirement income plan for individual Social Security situations

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. TruStage® 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.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

LPL Financial Form CRS
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. Clearview Federal Credit Union and Clearview Wealth Management Group® are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Clearview Wealth Management Group®, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Clearview Federal Credit Union or Clearview Wealth Management Group®. Securities and insurance offered through LPL or its affiliates are:

NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCYNOT CREDIT UNION GUARANTEEDNOT CREDIT UNION DEPOSITS OR OBLIGATIONSMAY LOSE VALUE

 

Your 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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.

Clearview Wealth Management Group® is not registered as a broker-dealer or investment advisor.