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
Weds., September 20, 2017 Milford Public Library
57 New Haven Ave. Milford, CT
Thurs., September 21, 2017 Meriden Public Library
105 Miller St. Meriden, CT
Mon., September 25, 2017 Derby Public Library
313 Elizabeth St. North Haven, CT
Tues., September 26, 2017 AAA CT Motor Club
2276 Whitney Ave. Hamden, CT
Thurs., October 19, 2017 Woodbridge Town Library
10 Newton Rd. Woodbridge, CT
Tues., October 24, 2017 Joyce C. Budrow Senior Center
189 Pool Rd., North Haven, CT
Thurs., October 26, 2017 Artis Senior Living
814 East Main St. Branford, CT