Printer Friendly Version

‘Savvy Social Security’ tea, workshop starts Tues.

Staff Report~ 4/23/2014

An educational workshop and tea, entitled "Savvy Social Security Planning for Women," is slated for 10 a.m.–11:30 a.m. April 29 at the English Rose Tea Room in Carefree.
Hosted by Bryan Wisda of Summit Wealth Management, the limited seating event is free and open to the public.
Attendees will learn how to maximize their benefits by better understanding little-known rules about Social Security. Included in the workshop is a 50-minute presentation, followed by a question and answer session. Breakfast tea, and scones with cream and jam, will be served.
Wisda encourages women to get informed and involved with their Social Security options.
“On average, a woman outlives her spouse by 15 years,” Wisda said. “Learning how to structure social security benefit options before a spouse passes can greatly affect the survivor in later years.”
According to Wisda, “This workshop is for women, or men who have women in their lives including wives, sisters or mothers. We’ll review essential information all women need to know if they are concerned about financial security in retirement.
“Social Security is one of the few income sources that keeps up with inflation and lasts for life. But most women fail to maximize their benefits because they don't understand the rules that can help them get more out of the system.”
The English Rose Tea Room is located at 201 Easy St. in Carefree. Seating is limited and reservations are required. Individuals may reserve space by calling Summit Wealth Management at 480-596-9222.