Join Us For a Special Dinner Event

You and a guest are cordially invited to a special COMPLIMENTARY GOURMET MEAL immediately following our “Understanding Different Retirement Strategies” workshop.

Will your retirement live up to your dreams?

Retirement is different today than it has been for previous generations and will continue to change. Because of these changes, it is imperative for you to get a professional opinion on your retirement to help you prepare for your plans and dream

meats on skewers at a steakhouse

Topics we will be covering:

  • The New SECURE Act and how you can work to avoid a big tax hit for you and your beneficiaries.
  • How to proactively position your assets to potentially reduce your tax exposure.
  • Wills vs. Trusts and how to avoid probate.
  • How the IRMAA calculation could increase your Medicare costs.
  • How you can potentially create a guaranteed retirement income that you and your spouse cannot outlive.
  • How to protect your funds from lifetime increasing required minimum distributions.
  • Social Security claiming strategies – the difference can be significant for a single and may have even more impact for a couple.
  • Preserving capital, diversifying your portfolio, and reallocating your assets according to your family’s unique needs.

Reserve Your Complimentary Seat Today!

Join us for a relaxing evening of expert retirement insights and fine dining. Seating is limited, so call or RSVP online now to secure your place!
Call 24 hours, 7 days a week: 877-806-5172
Please be our guest! There is no obligation. This event is for first time adult attendees only!

LOCATIONS:
July 7th & 9th - Rodizio Grill, The Brazilian Steakhouse, 2082 Grand Cypress Dr. Lutz, FL 33559
July 28th & 30th - Donavan's Meatery, 11206 Sullivan St, Riverview, FL 33578

Your Presenter

Joseph DiPaolo Profile Photo

Joseph DiPaolo

President

Joe DiPaolo is the Founder and President of his firm, established in 2007. A CERTIFIED FINANCIAL PLANNERTM, Chartered Financial Consultant, Chartered Life Underwriter, and IRS Enrolled Agent, he has educated thousands of retirees and pre-retirees throughout the Tampa Bay area. Joe also serves as President of the North Tampa Chapter of The Society for Financial Awareness, supporting communities across Hillsborough, Pinellas, and Pasco counties. His mission is to deliver meaningful financial education, one community at a time. Joe has been married to his wife Karen for over 32 years, and together they have deep roots in Tampa Bay, where many DiPaolo family members are involved in the practice.