Widowhood is chock-full of challenges and frustrations. So, it comes as an unwelcome surprise for many that claiming Social Security Survivor Benefits is so complicated. Whether you are a young widow with children or someone nearing retirement, the rules for claiming your benefits in the right order is not always easy to figure out.
But, getting the facts of your situation clearly laid out and knowing how to proceed is critical for getting the most you can from this very important source of income. Social Security may well be your only source of guaranteed income throughout retirement.
On International Widow’s Day, Tuesday, June 23rd from 7pm – 8pm EDT, join WH Cornerstone for a special presentation, What Widows Need to Know About Social Security with Social Security maven, Marcia Mantell. Marcia will help you get under the covers of this critical program so you can see how it works for those who have been widowed. Marcia will take some of the mystery out of this complex yet critical income source. You’ll be better armed and ready to make the best decisions you can when it comes time to claim your benefit.
In this presentation, Marcia will walk through a variety of situations unique to widows and layout the steps you’ll need to take before claiming your survivor benefit or your own benefit. You’ll be empowered to make the best decisions to get the most you can from Social Security. Have your Social Security statement handy and bring your questions. Marcia will answer them during an open Q&A at the end of the presentation.
Social Security is the single most important, yet highly misunderstood, source of income for most retirees.
– Marcia Mantell
These are some of the questions we will cover during the presentation:
- What are the special provisions for widows?
- What are the rules for widows with children?
- When can I claim survivor benefits? How much can I earn and claim survivor benefits?
- What are my options for claiming?
- How much money will I actually get from Social Security?
Marcia’s latest book, What’s the Deal with Social Security for Women*, goes way beyond the typical book of calculations. Instead, Marcia helps women (and men) understand what goes into their benefit, how and why it works, and how claiming is a critical financial decision. She also features a dozen real women who are in different life situations and how they have grappled with making the decisions around their Social Security benefit. It’s informative, fun, and practical.
*This book is WH Cornerstone’s Gift to you, just for joining us!
For nearly 30 years, Marcia Mantell has helped the country’s foremost financial services firms and advisors increase their knowledge of complex retirement concepts and regulations, then turn the technical into the tangible. Her remarkable ability to translate challenging retirement concepts into everyday language educates and motivates real people to take the right steps to achieve the retirement they desire. Read more from Marcia here.
Please complete the form below to register for our webinar, What Widows Need to Know About Social Security, with Social Security maven, Marcia Mantell. You will receive an email with details of the Zoom meeting.