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Your Bank > Education and Advice > CNB University

Ways to Maximize Your Social Security Retirement Benefits

Donna L. Cator
Donna L. Cator, CFP® is Vice President - Financial Planning Officer and can be reached at DCator@CNBank.com or (315) 781-2700 x42220.
D Dohse
Denise Kelly-Dohse is Vice President - Financial Planning Officer and can be reached at DKelly@CNBank.com or 585-419-0670 x50619.

We hope you enjoyed listening to "Ask the Experts" on 1180 WHAM, Sunday, May 20th at 8pm.

Ask the Experts is CNB’s financial forum for education and advice as local experts answer your questions on financial topics that interest you. The experts of the last call included Donna Cator, CFP®, Vice President, Financial Planning Officer and Denise Kelly-Dohse, Assistant Vice President, Financial Planning Officer as they highlighted ways to maximize your Social Security retirement benefits.


Highlights From the Show

 

Audio Clip

 

Proper planning for Social Security benefits is key.

 
 

What factors should I consider in determining the best time to begin taking benefits?

 
 

What is a Full Retirement Age?

 
 

Why is my Full Retirement Age important?

 
 

Spousal Benefit Example: Strategy for a married couple with only one working spouse, and the other who is non-working.

 
 

Are there Divorce Spousal Benefits? Possibly…

 
 

Are there Spousal Benefits for Widow(er)s? Yes, Survival Benefits…

Survival Benefits Example: Maximizing your total income.

 
 

How can I contact the professionals at CNB to help me maximize my Social Security benefits?

 
 

You can also listen to the broadcast in its entirety here:

 
 

For questions, feel free to Ask a Planner or learn more about our Wealth Strategies Group.

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