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.
24800 DENSO DRIVE, STE 300, SOUTHFIELD, MI 48033
248.948.7900
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James and its advisors do not offer tax or legal advice.