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Widowhood is difficult enough without the added stress of deciphering finances. In honor of National Widows Day, WH Cornerstone will be hosting an hour-long ‘Social Security for Widows’ Zoom webinar featuring Social Security maven Marcia Mantell, RMA®. The webinar will empower you to make informed decisions to get the most you can from Social Security, as well as take some of the mystery out of this complex yet critical income source. Marcia will take us through a variety of situations that are unique to widows, and will lay out important steps to take before claiming your survivor benefit or your own benefit.
We encourage you to bring your Social Security statement, in addition to any questions. Marcia will answer them during a Q&A following the presentation.
For nearly 30 years, Marcia Mantell, RMA®, has helped the country’s foremost financial services firms and advisors increase their knowledge of complex retirement concepts and regulations, and then turn the technical into the tangible. She is gifted at translating challenging conceptual jargon into comprehensible everyday language, and finds joy in motivating and helping those around her to achieve the retirement they desire.
Through her business, Mantell Retirement Consulting, Inc., (est. 2005) Marcia develops innovative retirement income planning workshops and programs, fun and engaging retirement education programs and seminars, and writes extensively as a guest columnist and content creator and curator. She is considered a retirement industry go-to-person for Social Security and Medicare expert-level information. Read more from Marcia here.
As a special gift for joining, attendees will receive a free copy of Marcia’s latest book, What’s the Deal with Social Security for Women. Her book helps women (and men) understand what goes into their benefit, how and why it works, and how claiming it is a critical financial decision. Marcia also features a dozen real women who are in different life situations and explains how they have grappled with making the decisions around their Social Security benefit.
“When a wealthier woman becomes a widow, her tax bracket can increase substantially — she can jump up two, three or more IRMAA brackets [Income Related Monthly Adjusted Amount]. It’s shocking! A widow’s tax rate may well go up significantly in the year after her husband dies because she will now be filing taxes as an individual and no longer jointly.” –Marcia Mantell
International Widow’s Day, (Wednesday, June 23, 2021) is an awareness day that is observed throughout the world to discuss the hardships that widows face when their husbands die. Apart from this international day, National Widows’ Day is also observed on the 3rd of May every year in the United States. Whether it is National Widows’ Day or International Widows’ Day, both days are designated to highlight the problems of widows and encourage people to help widows in struggling against the challenges of life.
Please complete the form below to register for our hour-long Social Security for Widows webinar on June 22 at 6pm EST. We encourage you to bring a friend who might also benefit from the webinar!
We hope you will join us!