Do You have Questions about Social Security, the Recently Passed SECURE Act,
or Your Overall Retirement Income Strategy?
If so, this is the workshop for you.
Dates and Details:
Tuesday, March 10, 2020
Temecula Public Library
30600 Pauba Road
Temecula, CA 92592
You only need to attend one workshop. The material covered is the same at all sessions.
When and how should you receive your Social Security benefits? Education is imperative in order for you to make the right decision.
No matter what situation you’re in, you’ll want to take the time to make an informed, well-reasoned decision about how and when to begin receiving your Social Security benefits and how to coordinate Social Security with your other retirement income sources.
Please Note: Space for this workshop is extremely limited and available only on a first come, first served basis. You must register in advance to guarantee your seat.
Calculate Your Social Security Income with Our Easy-to-Use Tool!
This simple calculator helps you to estimate your future benefits.
Note: This tool demonstrates options for receiving your Social Security benefits. The results shown are hypothetical and are based on the information you provide. They are not a guarantee of future benefit values.
Read Our Presenter’s Most Recent Publication in Forbes Magazine!
“9 Things to Know About Social Security”
Who Should Attend this Workshop?
This workshop was created to help people in these common situations…
Retirees Under Age 70
Regardless of when you retired, if you are under the age of 70, you could be affected by the provisions of the SECURE Act. We’ll cover the details and make sure you understand the new rules.
Are you considering retirement and need answers in order to piece your retirement income plan together? You’ll learn the role played by Social Security.
There are dozens of ways for married couples to collect Social Security. Make sure you understand your options.
Widowed? Divorced? Disabled?
If you have extenuating life circumstances, you must understand how your Social Security benefits could be affected.
What Will You Learn?
Get answers to the most commonly asked questions regarding Social Security and your other sources of retirement income.
When should I begin to receive Social Security?
The longer you wait, the more you will receive, but is that the right strategy for you?
How much will I receive?
This depends on your earnings history and several other factors. We’ll explain in more detail!
New laws regarding your retirement accounts.
The laws have changed pertaining required minimum distributions. Find out if they’ll affect you.
New estate planning rules
If you have an IRA and plan to leave it to anyone other than your spouse, you must understand the new rules.
What about my other sources of retirement income?
You likely have retirement income from several sources. We’ll discuss how to piece together the income puzzle.
What if I keep working?
Working part or full time past age 62 could impact your Social Security strategy. We’ll explain how.
What about taxes?
Is Social Security taxable? What is the impact of taxation on your retirement income now and in the years to come?
How is my spouse affected?
If you’re married, it is imperative for you to plan your strategy together and address issues such as survivor’s benefits.
How do I avoid mistakes?
Making a mistake with your Social Security could cost you tens of thousands of dollars. We’ll show you how to avoid the most common errors.
Discover benefits you didn’t know you had!
Learn strategies such as collecting on an ex-spouse’s benefit or even a deceased ex-spouse’s benefit. You may be entitled to more than you know.
Meet Our Presenter…
John P. Dubots has over 25 years of experience helping couples and individuals to coordinate their Social Security and retirement benefits. He is dedicated to serving his community and spends a great deal of time educating the public through free workshops and presentations.
John has led hundreds of complimentary Social Security workshops during his career and has advised thousands of couples and individuals on their Social Security benefits and retirement planning options. He is well versed in the most recent Social Security rules and updates and clearly explains the details to his audiences in a clear and concise manner.
John is the President and Founder of Dubots Capital Management. He is a graduate of the University of New Hampshire where he played football and received a B.S. in Resource Economics and a Masters in Public Administration.
John is a Past President of his Rotary Club and is very active with his wife Jodi and their three children in their church and community. John and his family have lived in Temecula since July 1995.