Loading Events
orange Accent Dot
seminar attendee holding OnPoint investments folder

Enhancing Your Social Security Benefits

  • This event has passed.

As you approach retirement, it is more important than ever to understand the role that Social Security can and should play in your overall retirement income plan.

Join us to learn how Social Security benefits work for you and your spouse, and about the potential opportunities you may have to increase your benefits throughout retirement.

Presenter

Daniel Bartosz portrait

Daniel Bartosz

Financial Advisor | Raymond James Financial Services, Inc.

Delivering the highest standard of service is important to me. So is earning and keeping your confidence. I’ll take the time to understand your financial universe and how your lifestyle affects it. From there, we’ll use a goals-based approach to develop your plan. Every decision we make will be based on your personal objectives. Building wealth starts with understanding your budget and finding ways to save. I can help you reach those goals.

I have served individuals and households in the Financial Services sector since the fall of 2001. My licenses include Series 7, Series 66 and insurance. I’m a graduate of the University of Idaho and an Oregon native. In my free time, I enjoy running and have competed in road races ranging from one mile to marathon.

Date & Time
May 15, 2019 @ 6:30 pm - 8:00 pm
Venue
OnPoint Gresham branch
Address
1700 NW Civic Dr., Suite 100
Gresham, OR 97030
Cost
Free
Register
Register now

Other Upcoming Events

  • Loading Events

Disclosures

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice
https://brokercheck.finra.org/

Registration

Tickets are not available as this event has passed.

You are leaving OnPoint Community Credit Union.

The website you are about to visit is the responsibility of the party providing the site. Any transactions you enter into through this third-party site are solely between you and that vendor, merchant or other party. OnPoint’s Privacy Policy does not apply to this third-party site, and for further information you should consult the privacy disclosures of this site.

Cancel Accept