Texell Credit Union Presents Social Security Strategies Seminar

Posted on September 4, 2024

IMAGE: Couple sitting together and staring out window

Texell Credit Union will host a social security seminar on Tuesday, September 17 from 5:30 to 7:00 p.m. Held in the 1948 Room at Texell’s Headquarters in Temple, the cost to attend is $5 and includes a light meal.

Presented by Steve Tatro, AIF, Consultant and Owner of Retirement Resources, this seminar covers important questions about retirement benefits, including:

  1. What is the best age to retire?
  2. Should couples file for benefits together or separately?
  3. Should you work after retirement?

With more than 20 years of experience in retirement resources, Steve Tatro offers a variety of services and solutions to prepare for the next step in life and help others meet their retirement goals.

“Filing for social security benefits is an important step in your financial journey,” said Amy Merriman, Texell’s Chief Operating Officer. “We’re excited to offer this learning opportunity for Texell members and the community to make the most informed decision during this process.”

Visit Texell.org/Events for more information and to register.

 

About Texell Credit Union

Texell Credit Union has eight branches in Central Texas and offers a variety of financial products and services for consumers and businesses. Consistently earning the highest five-star, superior rating for financial soundness from Bauer Financial, Texell serves over 50,000 members. The credit union has been honored with the Excellence in Lending Award from CUNA Mutual Group, the Desjardins Adult Financial Literacy Award from the Texas Credit Union League, and the Small Business Administration’s (SBA’s) #1 in Credit Union Lending Award. Voted as the “Best Bank/Credit Union” by the Temple Daily Telegram, the Killeen Daily Herald, and the Belton Journal, Texell also received Los Premios de Telemundo Central Texas award in 2024. Visit Texell.org for more information.


If you wish to comment on this article or have an idea for a topic we should cover, we want to hear from you! Email us at editor@texell.org.


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