Social Security Workshops

Why Maximize Social Security?

We’ve been brainwashed into thinking Social Security isn’t going to be there for the long term, so many couples ignore it when it comes to their retirement planning. Their attitude is “Don’t count on it because it may not be there.”

It’s time to set the record straight. For most middle income couples, Social Security in fact makes up 20% – 50% of their retirement income—often upwards of $500,000 in lifetime benefits. Obviously, that is a large sum of money for just about anyone. Doesn’t it make sense to maximize that asset if you can?

Also, we don’t hear enough how unique Social Security really is as a retirement asset. For most married couples, Social Security is the only retirement asset that:

  • Is adjusted annually for inflation
  • Is tax-advantaged—at worst, it’s only 85% taxable as normal income
  • Will continue to pay as long as you live
  • Is backed by a government promise

With so much at stake, when and how to elect Social Security may be the most important decision middle income couples make in retirement.

At Dave’s Social Security Workshops, all will learn important information on how Social Security calculates your benefit and offers you a lot of control  on how and when to take it. So if your single, divorced, widowed or married you must attend! You will learn strategies to increase your benefits. 

All workshops are free and without obligation and all who attend will receive a copy of Dave’s new book entitled “How to Have a Stress-Free Retirement”.


Dave’s Upcoming Workshop Events

Click here to signup for a AAA Workshop Event.

Date Location Time
Mon., Mar. 25, 2019 Derby Public Library
313 Elizabeth St. Derby, CT
Weds., Mar. 27, 2019 Hagaman Memorial Library
227 Main St. East Haven, CT
Tues., Apr. 16, 2019 Clark Memorial Library
538 Amity Rd. Bethany, CT
Tues., Apr. 23, 2019 Milford Public Library
57 New Haven Ave. Milford, CT
Tues., May 14, 2019 AAA CT Motor Club
2276 Whitney Ave. Hamden, CT
Tues. May 21, 2019 Southington Public Library
255 Main St. Southington, CT
Wed. May 22, 2019 Middlebrook Farms at Trumbull
2750 Reservoir Ave. Trumbull, CT
Tues. June 25, 2019 Woodbridge Public Library
10 Newton Rd. Woodbridge, CT
Thur. June 27, 2019 Atwater Memorial Library
1720 Foxon Rd. North Branford