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Medicare & Social Security Seminar - May 21, 2024

Cuso Financial Services, L.P.*

Tuesday, May 21, 2024

6:00 p.m. - 7:00 p.m.

Register Now
Robert Elwell

Presented by Robert Elwell, Senior Financial Advisor

Citadel - Brookhaven Branch

4923 Edgmont Avenue
Brookhaven, PA 19015

Join CFS* Senior Financial Advisor Robert Elwell & Dean Mioli, CFP®, CPA, for a complimentary, no-obligation seminar to learn about:

  • Health Insurance and Medicare at Retirement
  • The Cost of Healthcare in Retirement
  • Advanced Social Security Strategies
  • Ways to Help Increase Your Retirement Income

Refreshments will be served. Register today!

 

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Our CFS* Investment Team can help you plan for your future.

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