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Social Security and Your Retirement Webinar

Just as your lifestyle and goals differ from others, everyone has one need in common – a financial plan.

Join DuTrac Financial Group Thursday, October 13, at 6 p.m. at the DuTrac Community Credit Union Asbury Office, 3465 Asbury Road, for a free webinar on how Social Security benefits can influence your financial future. Find answers to the following questions and more.

  • What are the rules for starting your Social Security benefits?
  • How do spouses coordinate their benefits?
  • Are there different routes to take that could potentially increase your benefits?
  • How do you decide where Social Security fits within your retirement plans?

Please email or call Sherry Kurtz at 563-557-5002 to save your spot!

 

Retirement planning, insurance options, and investment choices can feel overwhelming. That’s when it helps to work with someone you trust.

Our team of experienced financial professionals can create a plan to help you pursue your financial goals through a variety of options:

  • 401(k) assistance**
  • Pension assistance**
  • Traditional IRAs
  • Roth IRAs
  • Simple IRAs
  • SEP IRAs
  • Fixed Annuities
  • Index Annuities
  • Variable Annuities
  • Disability Insurance
  • Mutual Funds
  • Stocks/Bonds
  • Long-Term Care Insurance
  • Life Insurance

Ready to get started? Or just want to learn more? 

Our Investor Connection is filled with information, answers to common questions, planning calculators, and more. To open a new account, contact any of our team members. You can read more about each of our investment professionals on FINRA’s BrokerCheck.

Nicole Corbett CRPC®

Vice President, Wealth Management
(563) 557-5002
Nicole’s Bio
Email Nicole 

Mark Konrardy, CRC®

LPL Financial Advisor
(563) 557 -5002
Mark’s bio
Email Mark

Matthew Stewart

LPL Financial Advisor
(563) 557 -5002
Matthew’s bio
Email Matthew

*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. DuTrac Community Credit Union and DuTrac Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using DuTrac Financial Group, and may also be employees of DuTrac Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, DuTrac Community Credit Union or DuTrac Financial 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

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.

**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

Chartered Retirement Planning Counselor(SM) and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

CRPC® conferred by College for Financial Planning.