Workshop: Understanding 401K Rollovers

<p>DiPaolo Financial Group, Inc. (DFGI) is a registered investment adviser. Insurance products are offered through independent insurance affiliates. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency. No products will be sold at this event. First time guests only. No advisors or brokers. Event(s) not sponsored nor endorsed by the restaurant(s). The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the restaurant(s) and its employees. SOFA the organization, does not offer to sell financial products nor promote any one particular company. Though the presenter may mention specific financial instruments and their functionality, SOFA&rsquo;s role is only to educate and inspire. SOFA only represents the educational workshop - all other endorsements are non-SOFA related.</p>