On Tuesday, July 23rd – the Investment & Retirement Center located at First Financial will be holding a seminar on Social Security and Your Retirement. The seminar will be held at 6:00pm at First Financial’s Toms River Branch and is complimentary to attend.
- The value of Social Security
- The “rules of the road” for receiving Social Security Benefits
- Possible routes to take to maximize benefits
- The future of Social Security and the challenge of setting up a retirement income stream
- The retirement income planning process
The seminar will be presented by Eric DiBraccio, the New England Regional Sales Director of MEMBERS Insurance & Investments. First Financial encourages anyone who has not yet begun receiving Social Security benefits, but are nearing this important decision, to attend this complimentary seminar.
Eric DiBraccio is the Regional Sales Director at MEMBERS Insurance and Investments. He’s been part of CUNA Mutual Group since 2012 and is also a consultant to 100+ advisors in 14 Northeast states. Eric was previously a Wholesaler for BlackRock and a Regional Consultant for Merrill Lynch Investment Management. He earned his MBA in Finance/Global Business Management Rutgers University and a Bachelor of Science degree in Finance at St.Joseph’s University, Philadelphia. Eric is currently FINRA Registered and earned the Certified Investment Management Analyst (CIMA) designation from the University of Pennsylvania- Wharton School.
*Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by the Credit Union.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. FR071212-0CA6