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Social Security Seminar

Social Security: Seven keys to enhancing your benefits

A seminar to help you make informed decisions

​Social Security continues to play an important role in a retirement strategy. Is yours taking full advantage of what Social Security offers? Allianz Life Insurance can help. Together, let’s rethink your retirement.

They will share seven keys to enhancing Social Security benefits*, such as:

  • Keys to help you understand the basics of Social Security, including
    when to consider taking benefits

  • Keys that take a deeper dive into Social Security, such as working
    in retirement

  • Finally, taking the next step at this insurance sales presentation
    by rethinking retirement strategies

When: Thursday, May 16th, 2024 6PM
Where: Loma Linda University Church - Room 1406 
1125 Campus St. Loma Linda, CA 92354
Speaker: Casey B Walker | Financial Representative | Walker Investment Services

Seminar Flyer

Complete the form below to RSVP or call 909.809.4528. 

Social Security Seminar

Thank you! We’ll be in touch.

Securities and Advisory Services offered through Cetera Advisor Networks LLC, a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through Cetera, or its licensed affiliates. or investment advisor. La Loma Federal Credit Union and La Loma Financial Services are not registered as a broker-dealer or investment advisor. Registered representative of Cetera may use the name La Loma Financial Services and may also be employees of La Loma Federal Credit Union. Securities and insurance products and services are being offered through Cetera or its affiliates of La Loma Federal Credit Union and La Loma Financial Services. Securities and insurance offered through Cetera or affiliates, which are separate entities from La Loma Federal Credit Union and La Loma Financial Services, and not affiliates of, Not insured by NCUA or Any other Government agency/Not La Loma Federal Credit Union Guaranteed/Not La Loma Federal Credit Deposits or Obligations/May Lose Value

[Retirement consultants market and distribute products manufactured by Allianz Life Insurance Company of North America and Allianz Life Insurance Company of New York. Retirement consultants provide education and information related to products they market and do not provide financial or investment advice.]

This content is for general informational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, Allianz Life Insurance Company of New York, their affiliates, and their employees and representatives do not give legal or tax advice or advice related to Social Security benefits. Clients are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations, or to go to their local Social Security Administration office regarding their particular situation.

Guarantees are backed by the financial strength and claims-paying ability of the issuing company. Variable annuity guarantees do not apply to the performance of the variable
subaccounts, which will fluctuate with market conditions.

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