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Podcast: Social Security - No One Size Fits All Approach

D Kelly-Dohse 2014
Denise Kelly-Dohse, CFP®
Vice President, Senior Wealth Advisor - Team Leader
[email protected]
(585) 419-0670 x50619
A Leszyk 2014
Adam R. Leszyk, CFP®
Senior Vice President, Senior Wealth Advisor - Team Leader
[email protected]
(585) 419-0670 x50682

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 Audio Clip
Part 1: The importance of Social Security

Part 2: Determining the right time to draw Social Security


Part 3: Tax implications and maximizing your benefits

Part 4: Considerations for married and previously married couples

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