Social Security & Your Retirement, Knowing the Rules of the Road
Thursday, April 10, 2025 | 12-1 PM
Join Curis Financial Credit Union and Joe Dunat of The Sturkie Wealth Management Group as we explore Social Security benefits and its role in planning for retirement.
During this session, Joe Dunat will:
Introduce Social Security as a valuable part of every American’s retirement income.
Discuss key rules of Social Security, such as claiming ages, how the benefit amounts are calculated and strategies to maximize your benefit.
Go over key pitfalls that one has to consider, which may cause your benefit to be taxable or lowered.
Discuss the future of Social Security and address concerns about viability.