Ask the Experts is a financial forum for education and advice as CNB’s experts answer your questions on financial topics that interest you.
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 at (585) 419-0670 x50619 or Adam Leszyk at (585) 419-0670 x50682.
| 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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