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Workshop Geared Towards Baby Boomers Promises Help With Social Security Planning

An upcoming workshop in Southwest Riverside County is geared towards the baby boomer generation, as they prepare to collect retirement benefits.

The following was submitted for publication by Dubots Capital Management:

An educational workshop titled “Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income” has been scheduled for 6:30 pm, on Wednesday, February 19th at the Temecula Public Library, 30600 Pauba Road, Temecula, CA 92592.

After being told for years that Social Security is “going broke”, baby boomers are realizing that it will soon be their turn to collect. But the decisions they make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime.

Questions boomers are asking include:

  • Will Social Security be there for me? 
  • How much can I expect to receive? 
  • When should I apply for Social Security? 
  • How can I maximize my benefits?
  • Will Social Security be enough to live on in retirement?

To help baby boomers better understand the Social Security system, this workshop will cover: 

  • Five factors to consider when deciding when to apply for benefits
  • When it makes sense to delay benefits—and when it does not
  • Why you should always check your earnings record for accuracy
  • How to estimate your benefits
  • How to coordinate benefits with your spouse
  • How to minimize taxes on Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income

Seating is limited and reservations are recommended. Individuals may reserve space by calling Dubots Capital Management at (951) 699-1502. 

Martha L. Bridges February 13, 2014 at 11:35 PM
The Social Security website and materials will answer all these questions and more without the self-interests of any financial management firm looking to generate new clients and more business for there firms.
Alek J Hidell February 14, 2014 at 10:15 AM
Well said, Martha. Let me translate for the yokels--...... this is a shilll looking for suckers, BEWARE.
carly February 15, 2014 at 06:41 AM
I just read a good post on the site Retirement And Good Living about things you may not know about Social Security. Some interesting information on various retirement topics on that site.
Joe Rubalcava February 15, 2014 at 12:28 PM
beware, they're real interest is how much of your social security money can they get from you.


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