DuTrac Financial Group
Plan your future with purpose.
Social Security and Your Retirement Seminar
Wednesday, March 29, 2023, at 6 p.m. at the Best Western Plus Hotel, 3100 Dodge Street in Dubuque.
Thursday, March 30, 2023, at 6 p.m. at the Bettendorf branch, 2770 Middle Road in Bettendorf.
Just as your lifestyle and goals differ from others, everyone has one need in common – a financial plan.
Join DuTrac Financial Group for a no-cost seminar 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
- Long-Term Care Insurance
- Life Insurance
Ready to get started? Or just want to learn more?
*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 Agency||Not Credit Union Guaranteed||Not Credit Union Deposits or Obligations||May 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.