During our time together we’ll cover several important Social Security topics such as:
Full retirement age (FRA) and how that effects benefit size.
Taxation of Social Security.
Common Pitfalls.
Spousal/Survivor benefits.
Please join us for an educational seminar on these topics and more as CERTIFIED FINANCIAL PLANNER™ Josh Bitel, CFP® shares his knowledge and expertise.
Josh Bitel, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® He conducts financial planning analysis for clients and has a special interest in retirement income analysis.
24800 Denso Drive, Suite 300 Southfield, MI 48033
10192 Grand River Road, Suite 117 Brighton, MI 48116
248.948.7900
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James and its advisors do not offer tax or legal advice.