Savvy Social Security Planning

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 Plymouth-Canton  See map

Find out what you need to know to make the most of your Social Security benefits.  Discussion includes checking earnings records for accuracy, estimating benefits, determining when to apply for benefits, pros and cons of delaying benefits, coordinating benefits with spouse and with other retirement income, and minimizing taxes on benefits.

Guest Speaker:  Phil Putney, CPA/PFS, MST,
AFS Wealth Management

Sign-up by phone at 734.453.0750, ext. 4, or online.


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