5 Things to Know Before Filing for Social Security

This is a virtual presentation via Zoom

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. ® - a privately held wealth management firm with offices in Southfield and Brighton, Michigan. Josh specializes in tax-efficient retirement income and distribution planning for clients and serves as a trusted source for local and national media publications.