Everything You Need to Know About Social Security

Everything You Need to Know About Social Security

On May 6, 2021, ML&R Wealth Management hosted a webinar on the topic of Social Security. We know that approaching retirement is an important life decision. Filing for benefits can be complicated and we want to help navigate and simplify the process for you and your family members.  Phylis Dill, Public Affairs Specialist for the Social Security Administration presented the following:

  • The different choices and rules for filing for benefits
  • The different timelines scenarios
  • Other considerations for family members who may also be eligible

A recording of the webinar is included below. You can access the presentation by clicking here.

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ML&R Wealth Management

1997, ML&R Wealth Management was established as a subsidiary of Maxwell Locke & Ritter, the largest locally owned and managed accounting firm in Central Texas. For over 20 years, our firm of wealth management advisors has helped individuals, families, businesses, and non-profits with their personal, unique financial needs.

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