Denise Kelly-Dohse, CFP
®Vice President, Wealth Advisor, Canandaigua National Bank & Trust
[email protected]
The experts of this show featured Denise Kelly-Dohse, CFP®, Vice President, Wealth Advisor, and Adam R. Leszyk, CFP®, Senior Vice President, Senior Wealth Advisor.
Broadcasted on May 20, 2023.
For questions, feel free to contact Denise Kelly-Dohse or Adam Leszyk.
Social Security - No One Size Fits All Approach |
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Part 1: The importance of Social Security |
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Part 2: Determining the right time to draw Social Security |
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Part 3: Tax implications and maximizing your benefits
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Part 4: Considerations for married and previously married couples
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This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Trust Company of Florida, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.