Part II: HR Guide - Understanding Social Security and Retirement Planning Webinar

 Registration is closed for this event

Virtual Retirement Workshop

Part II: HR Guide - Understanding Social Security and Retirement Planning | Thursday, September 24 at 12 PM 
        Presented by Steven A. Massey, CRPC*, Sr. Financial Consultant, CAP COM Financial Services

In this presentation, Part II of our Virtual Retirement Workshop, CAP COM will present a detailed overview of Social Security and steps an employee should take financially as they approach retirement.  This presentation will help Human Resources have a well-rounded understanding and steps to recommend to employees entering this phase of life, specifically:

  • Qualifying for Social Security
  • Collecting Social Security
  • Estimating retirement benefits
  • Taxation of retirement benefits
  • How to prepare a retirement income plan
     

About Our Speaker: 

Steve joined CAP COM Financial Services in 2002. He holds a Bachelor of Arts in Political Science from SUNY Albany. He holds Series 7 and Series 66 registrations with LPL Financial as well as the NYS Life and Health Insurance license.

Steven has earned the Certified Retirement Planning Counselor (CRPC) designation, the nation’s premier retirement planning credential. This designation, combined with years of experience in the industry, arms him with the most current information on retirement planning. Steven has conducted hundreds of offsite financial planning workshops and other speaking engagements to share valuable financial planning concepts. *CRPC conferred by College for Financial Planning.


Where: From Your Desk! This presentation will be webinar format via GoToWebinar. Once you register, you will receive a confirmation email with more detailed information. 

Pricing: If you registered for "Part I: Employees Approaching Medicare Webinar" you should have received a discount code for 15% in your confirmation email for this registration. Simply input the discount code on the registration page and your discount code will be automatically applied. 

$10 - Students/Retirees
$20 - CRHRA Members
$30 - Non-members

Contact: CRHRA Headquarters | info@crhra.org

This program has been submitted for 1 credit hour through the HR Certification Institute (HRCI) & Society for Human Resource Management (SHRM). 
 

Disclosures: 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. CAP COM Federal Credit Union and CAP COM Financial Services, LLC are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services under the name of CAP COM Financial Services, LLC, and may also be employees of CAP COM Federal Credit Union. These products and services being offered through LPL or its affiliates, which are separate entities from, and not affiliates of CAP COM Federal Credit Union or CAP COM Financial Services, LLC. 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

 

 

When
September 24th, 2020 12:00 PM   through   1:00 PM
Location
Webinar
NY
United States
Event Fee(s)
Cost:
Members $ 20.00
Non-Members $ 30.00
Student/Retirees $ 10.00
Webinar Event
Webinar Key