Social Security 101: Making the Right Choice

You've been paying into Social Security paycheck after paycheck. Now it's time to think about when to take it. It's important to carefully consider your options, and we can help.

Join us for a complimentary workshop to understand how:

• Working impacts Social Security
• Social Security is taxed
• When you claim matters
• Spousal benefits work and how your choice will impact survivor's benefits

The seminar will be presented by Fortera Wealth Management staff and guest speaker Chris Chapple. Regional Vice President of Delaware Life. Chris brings over 15 years of experience in the financial services industry to his role as Regional Vice President covering broker-dealers and banks in Tennessee and Kentucky. He received his Bachelor’s Degree in Finance from the University of Connecticut and MBA in Business Management from Fairfield University. Chris currently holds his Series 6 and 63 and his TN and KY life and health licenses.

When: Saturday, July 19, 2025, at 10:00 a.m.
Where: Fortera Credit Union - Dover Crossing Branch (inside the Community Room); 145 Dover Crossing Road, Clarksville TN

Space is limited so RSVP is required. To reserve your free seat, please click here or call Brook at 931.431.3315 by Wednesday, July 16.