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Webinar: Social Security & Rising Healthcare Costs

July 21, 2021 @ 10:00 am - 11:30 am

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Event Description:

Photo of a social security card and medicare card.

Social Security & Rising Healthcare Costs |  Webinar
Wednesday, July 21, 2021

Two of the most important elements of retirement are Social Security and the rising costs of healthcare. This discussion will cover both of these topics in an effort to help you think through important decisions. We’ll cover key issues to consider before you decide on a Social Security strategy and we’ll talk about how the Medicare really works. Our goal in this meeting is to help you move toward retirement with confidence.*


Photo of Guest Speaker, Waldean Wall of Allianz Life Insurance Company of North America

Guest Speaker:
Waldean Wall
Vice President, Advanced Markets and Solutions, Allianz Life Insurance Company of North America

With more than 40 years in the financial planning industry, Wall brings deep experience to Allianz Life Insurance Company of North America (Allianz Life). As a financial advisor for 25 years, he worked primarily as a tax consultant and accumulation specialist. During his 18 years at Allianz Life, he has focused primarily on tax planning and strategy, retirement income, and legacy transfer planning.


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* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Hawaii State Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

Event Details

July 21, 2021

10:00 am - 11:30 am


Event Category:


Webinar Only
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