XML Financial Group Blog

Webinar | Understanding and Optimizing Social Security Benefits

Written by XML Financial Group | Nov 11, 2024 6:28:26 PM

On Thursday, June 20, 2024, at 11:00 AM ET, we hosted a webinar on Social Security to discuss how understanding and maximizing these complex benefits can help ensure financial stability across different stages of your life. In this discussion, Kitchie McBride, MHA, RSSA®, and Lauren O'Brien, CFP®, RICP®, CPA Senior Wealth Advisor at XML Financial Group explored:

  • How to maximize your benefits.
  • How maintaining our health is essential for managing our wealth.
  • The potential future of the Social Security system. 

Watch the recording below as we navigate the complexities of Social Security and understand how your Social Security benefits relate to your overall retirement plan. 

Watch The Recording