Register for our event!

Saturday, June 13th

at 10:30 AM

17808 Wayne Rd., Odessa, FL 33556

JOIN US

TAXES IN RETIREMENT

Austin Davis Library

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Attend this workshop and learn:

• Considerations for minimizing taxes in retirement.


• Utilize financial vehicles that can potentially reduce your tax burden and last a lifetime.


• Different approaches to help reduce tax liability on your Social Security income.


• Tools and methods available to retirees to help develop a retirement tax strategy.


• Common misconceptions about taxes in retirement.

Who doesn't want to minimize their tax liability?

This class will help you understand how your assets are taxed, the most recent changes to the tax code, how these changes could affect you, and time-tested strategies to help minimize your tax liability.

DiPaolo Financial Group, Inc. (DFGI) is a registered investmentadviser. Insurance products are offered through independentinsurance affiliates. Information presented is for educationalpurposes only and does not intend to make an offer or solicitationfor the sale or purchase of any specific securities, investments,or investment strategies. Investments involve risk and, unlessotherwise stated, are not guaranteed. Be sure to first consultwith a qualified financial adviser and/or tax professional beforeimplementing any strategy discussed herein. Past performanceis not indicative of future performance. Not affiliated withor approved, endorsed, or authorized by the Social SecurityAdministration or any other government agency. No productswill be sold at this event. First time guests only. No advisors orbrokers. Event(s) not sponsored nor endorsed by the restaurant(s).The views, information, or opinions expressed during theseevents are solely those of the presenter(s) and do not necessarilyrepresent those of the restaurant(s) and its employees. SOFA theorganization, does not offer to sell financial products nor promoteany one particular company. Though the presenter may mentionspecific financial instruments and their functionality, SOFA’s role isonly to educate and inspire. SOFA only represents the educationalworkshop - all other endorsements are non-SOFA related.