Free Seminar: Planning for Retirement with Social Security

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Wednesday, May 24, 2023
05:00 PM - 06:00 PM
BCT-Bank of Charles Town
111 E. Washington Street
Charles Town, WV 25414

304-728-2470


The advisor team for BCT Investments will hold a Social Security Seminar in person at the Charles Town branch on Wednesday, May 24 from 5:00-6:00 PM. It will also be offered on Zoom live. This informative seminar will cover whether to apply for benefits early or at your full retirement age. It will also review when spouses should claim their Social Security and how to maximize survivor benefits.

 

“We welcome all of our investment clients as well as any bank customers to participate in our upcoming Social Security seminar,” said Dave Neterer, program manager for BCT Investments. “We understand that Social Security can be a complicated and confusing topic for many, so we want to do what we can to make it a little easier to understand.”

To register, please call Lynn Neal, client service associate, at 304-728-2464 or e-mail her at Lynn.Neal@BCT-Investments.com.  

 

Check the background of these investment professionals on FINRA’s BrokerCheck.

Bank of Charles Town provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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. BCT-Bank of Charles Town and BCT Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BCT Investments, and may also be employees of BCT-Bank of Charles Town.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BCT-Bank of Charles Town  or BCT Investments.  Securities and insurance offered through LPL or its affiliates are: 

Securities and insurance offered through LPL or its affiliates are:

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