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Kim Nugent, CFP®

Senior Vice President

Wealth Manager

knugent@sagerutty.com

585-512-2301

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Savvy Social Security Planning

When is the optimal time to claim Social Security benefits? In this workshop we will discuss how the timing, spousal benefits, cost of living adjustments, and other complexities of Social Security can greatly impact your retirement plan. These tips will help savvy individuals maximize their benefits in retirement.