Broker Check
Curtis G Malone
Curtis G Malone
Veridian Investment Services Vice President – Wealth Management
515-336-1316

I look forward to helping you pursue your financial goals by carefully developing a plan that aligns with your specific needs, experience, and time horizon.  Together we will create a customized plan focused on your financial goals.

Please contact me for an initial consultation.

06 Oct
The Social Security Roadmap: How Claiming Decisions Impact Lifetime Income

Description

The Social Security Roadmap:  How Claiming Decisions Impact Lifetime Income
Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way... especially with how Social Security works.

Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you.

Agenda

• History of Social Security
• Rules of the Road
• Future of Social Security
• Importance of Planning
• Final tips & takeaways

Date and Time

Tue, October 06, 2026

6:00p - 7:30p CST

Location

Veridian Credit Union West Lakes Branch

5910 University Ave
West Des Moines, IA 50323

Note

- Doors will open @ 5:45 with complimentary pizza & water

View on Map
PT1H30M
Curtis Malone is a financial advisor with, and 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. Veridian Credit Union and Veridian Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Veridian Investment Services, and may also be employees of Veridian Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Veridian Credit Union or Veridian Investment Services. 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

Event Registration

Will you be able to attend this event?


Have a Question?