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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