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Unclaimed Cash: Why Social Security Planning Can’t Be Ignored by Advisors
Advisors who don’t help their clients claim Social Security are leaving money on the table—and may face liability issues.

Victoria Fillet, CFP® FPANY President and David Mendels, CFP® FPANY Past President were interviewed and their comments can be found on page 3 in the March 2015 issue of Investment Advisor. Click here for the full article.

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