During our time together we’ll cover several important Social Security topics such as:
Full retirement age (FRA) and how that effects benefit size.
Taxation of Social Security.
Common Pitfalls.
Spousal/Survivor benefits.
Please join us for an educational seminar on these topics and more as CERTIFIED FINANCIAL PLANNER™ Josh Bitel, CFP® shares his knowledge and expertise.
Josh Bitel, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® He conducts financial planning analysis for clients and has a special interest in retirement income analysis.