Imagine the Potential
Join David Limerick to learn about values-based financial planning and make the most of your financial future.
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Social Security Seminar
Social Security: Seven Keys To Enhancing Your Benefits*
October 4, 2023 at 6 p.m. at WeStreet Credit Union | 9323 E 21st Tulsa, OK 74129
I’ll share seven keys to enhancing Social Security benefits, such as:
• Keys to help you understand the basics of Social Security, including when to consider taking benefits
• Keys that take a deeper dive into Social Security, such as working in retirement
• Finally, taking the next step at this insurance sales presentation by rethinking retirement strategies
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. WeStreet Credit Union and WeStreet Wealth Management are not registered as a broker/ dealer or investment advisor. Registered representatives of LPL offer products and services using WeStreet Wealth Management, and may also be employees of WeStreet Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of WeStreet Credit Union or WeStreet Wealth Management.
This content is for general informational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, Allianz Life Insurance Company of New York, their affiliates, and their employees and representatives do not give legal or tax advice or advice related to Social Security benefits. Clients are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations, or to go to their local Social Security Administration office regarding their particular situation. Guarantees are backed by the financial strength and claims-paying ability of the issuing company. Variable annuity guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.
Using a holistic, values-based approach, a LPL financial advisor will customize a wealth management strategy focused on your personal values and financial goals.
Expand The Potential of
Your Future
Financial Planning
- Potential to Meet Your Goals
- Identify Your Priorities & Goals
- Explore Personalized Options
- Create an Obtainable Financial Strategy
Retirement Planning
- Potential to Build a Retirement Plan
- Develop a Strategy That Fits Your Lifestyle
- Compare Investment Options
- Monitor Success and Adapt to Unforeseen Changes
Ready to Retire
- Potential to Retire on Time
- Explore Your Retirement Possibilities
- Evaluate Social Security, Pension Plans, & Personal Savings Options
- Determine Asset Allocation, Health Insurance, & Long-Term Needs
Saving for College
- Potential for Your Child’s Future
- Balance College & Retirement Savings
- Discover a 529 Savings Plan & Other Available Options
- Prepare & Adjust for Emergencies
Estate Planning
- Potential to Build Your Legacy
- Evaluate Your Assets & Make Provisions
- Understand the Legal Statutes & Income Tax Implications
- Consider Establishing Trusts
Business Investing & Insurance
- Potential to Manage Risks & Expenses
- Learn Proven Business Strategies
- Establish a Business Continuity Plan
- Assess Employee Benefit & Retirement Plans
Plan For Your Future
Ready to Get Started?
*This content is for general informational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, Allianz Life Insurance Company of New York, their affiliates, and their employees and representatives do not give legal or tax advice or advice related to Social Security benefits. Clients are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations, or to go to their local Social Security Administration office regarding their particular situation.
Guarantees are backed by the financial strength and claims-paying ability of the issuing company. Variable annuity guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.
Products are issued by Allianz Life Insurance Company of North America (Allianz), 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. www.allianzlife.com. In New York, products are issued by Allianz Life Insurance Company of New York (Allianz of NY), 1633 Broadway, 42nd Floor, New York, NY 10019-7585. www.allianzlife.com/new-york. Only Allianz Life Insurance Company of New York is authorized to offer annuities and life insurance in the state of New York. Variable products are distributed by their affiliate, Allianz Life Financial Services, LLC, member FINRA , 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. www.allianzlife.com.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck®.
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. WeStreet Federal Credit Union and WeStreet Wealth Management are not registered as broker/ dealer or investment advisor. Registered representatives of LPL offer products and services using WeStreet Wealth Management, and may also be employees of WeStreet Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of WeStreet Federal Credit Union or WeStreet Wealth Management.
The WeStreet Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, FL, GA, KS, KY, LA, MS, MO, NE, NH, NJ, NC, OK, OR, TN, TX.
Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | No Credit Union Guarantee | Not Credit Union Deposits or Obligations | May Lose Value |
WeStreet Credit Union (“WeStreet”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay WeStreet for these referrals. This creates an incentive for WeStreet to make these referrals, resulting in a conflict of interest. WeStreet is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/islpl-relationship-disclosure.html for more detailed information.