Social Security Planning Strategies Workshops
Hosted by Investment Services at Atlantic Stewardship Bank & AXA Distributors, LLC
Investment Services at Atlantic Stewardship Bank will host two Social Security Benefits Planning Workshops in conjunction with AXA Distributors, LLC. The workshops will be held at Atlantic Stewardship Bank on Monday, May 6, 2013 at the Pequannock Branch located at 249 Newark Pompton Turnpike and on Monday, May 13, 2013 at the Midland Park Branch located 630 Godwin Avenue. Both workshops will begin at 5:30 p.m. with light refreshments provided.
Chris Trepcos, Regional Vice President of AXA Distributors, LLC will discuss “Getting the Most Out of Your Social Security Benefits”. Topics include: Understanding the Value, Solvency, When to Begin Taking Benefits, Working and Receiving Benefits, and Maximizing Benefits. Mr. Trepcos will also discuss how to work with your financial advisor on a comprehensive retirement income plan.
Financial Consultants Michael Maglio and David Ares with Investment Services at Atlantic Stewardship Bank will also be available to provide information and answer questions regarding retirement planning.
If you are age 55 or older, you won’t want to miss this informative workshop. Seating is limited for the workshops. For more information or to RSVP, please contact Patti Accavallo at 201-444-7100, extension 7305 or firstname.lastname@example.org.
Variable annuities are long term, tax-deferred investment vehicles designed for retirement purposes and contain both an investment and insurance component. They have fees and charges, including mortality and expense risk charges, administrative fees, and contract fees. They are sold only by prospectus. Guarantees are based on the claims paying ability of the issuer. Withdrawals made prior to age 59 are subject to 10% IRS penalty tax and surrender charges may apply. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. The investment returns and principal value of the available sub-account portfolios will fluctuate so that the value of an investor’s unit, when redeemed, may be worth more or less than their original value.
Investors should consider the investment objectives, risk, charges and expenses of the variable annuity contract and sub-accounts carefully before investing. The prospectus contains this and other important information about the variable rate annuity and sub-accounts. You can obtain contract and sub-account prospectuses from your financial representative. Read prospectuses carefully before investing.
AXA Distributors, LLC, Investment Services at Atlantic Stewardship Bank and LPL Financial are not affiliated.
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Atlantic Stewardship Bank Listed Among Top NJ Commercial Banks
Atlantic Stewardship Bank was recently listed as one of New Jersey’s Top Commercial Banks by NJ BIZ Magazine . The annual list published by the magazine in November 2012, lists Atlantic Stewardship Bank as number 23 on the list of 89 New Jersey banks. The Banks listed are ranked by New Jersey deposits as of June 30, 2012 using information obtained from the FDIC and NJ BIZ research.
Deposit With Just A Touch!
Introducing ASB Mobile Deposit. Now you can deposit a check into your Atlantic Stewardship Bank account right from your Smartphone. Immediately. No need to visit the bank. Just take a picture of both sides of your endorsed check and submit it your ASB checking account. Deposit done! Safely, securely and easily with your ASB app.