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Social Security and Your Retirement: Knowing the Rules of the Road

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Understand How Social Security Fits Into Your Retirement

The age at which you begin receiving Social Security can affect the income you receive throughout retirement. Your earnings history, marital status and whether you continue working can also play a role in your benefits.

Join LPL Financial¹ for a free live webinar, presented in partnership with TruStage², to learn some of the most important Social Security rules and how they may factor into your broader retirement income strategy.

Date and Time
Thursday, September 24, 2026 at 6:00 PM PT

You’ll Walk Away With

A better understanding of how Social Security benefits are calculated
Insight into how claiming age can affect your monthly benefit
Knowledge of spousal, survivor, tax and work rules
A clearer picture of how Social Security fits into your retirement income plan

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Featured Speaker

Marshall Heitzman

Vice President, Advanced Planning Consultant | TruStage

Marshall Heitzman has more than 30 years of experience in insurance and financial services, with a background in retirement income strategies, comprehensive financial planning, investments and insurance solutions. He holds several professional designations, including Certified Financial Planner^® (CFP^®), Chartered Financial Consultant (ChFC), National Social Security Advisor^® (NSSA^®) and Behavioral Financial Advisor (BFA).

Meet the LPL Financial Team

Aaron Bitran

Tommy DeGraw

Angel Cambron

Kimberly Romo

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About LPL Financial
Through our partnership with LPL Financial, you have access to experienced advisors who can support your financial goals beyond this webinar. LPL Wealth Advisors have the knowledge, tools, and technology to assist you with your investment decisions. They follow a disciplined approach to investing designed to help you build a portfolio aligned with your risk tolerance. Your advisor helps guide you throughout your financial journey, whether you're saving for a home, planning for your children’s education, preparing for retirement, or managing your wealth in later years. LPL aligns its investment program objectives with credit union philosophy.

¹Securities 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. Arrowhead Credit Union and the Member Investment Program are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the Member Investment Program, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Arrowhead Credit Union and the Member Investment Program. Securities and insurance offered through LPL or its affiliates are:

NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY

NOT CREDIT UNION GUARANTEED

NOT CREDIT UNION DEPOSITS OR OBLIGATIONS

MAY LOSE VALUE

Your Credit Union (“Financial Institution”) 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. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. The LPL Financial registered representatives 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.

² TruStage is associated with LPL Financial which offers TruStage's suite of annuity products through certain of LPL Financial's network of advisors. TruStage is not an affiliate or partner of and has no relationship with Arrowhead Credit Union.

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