Please join Columbia Wealth Advisors, formerly known as CB Financial Services, for our first webinar since the Columbia Bank & Umpqua Bank merger!
We're excited to present a webinar about a topic that's a critical component of your overall retirement planning strategy, yet is often confusing to many of us. Not knowing the best time to start taking your Social Security benefits and what benefits you qualify for can be a costly error.
Mitchell Tofte, senior regional consultant with MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®), will present an overview of Social Security to include how retirement benefits are calculated, options for married couples and divorcees, and tax considerations related to Social Security benefits. You can view Mitch's bio HERE.
If you have questions about the event, please email us at firstname.lastname@example.org
Date and Time
Tue, Apr 25, 2023
11:00a - 12:00p PST
You're required to register if you plan to attend this virtual event. Please click on the green "Register" button above. Once registered, you'll receive a confirmation email with instructions to join.