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.

DiPaolo Financial Group, Inc. (DFGI) is a registered investment adviser. Insurance products are offered through independent insurance affiliates. Information presented is foreducational 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. Investmentsinvolve 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 strategydiscussed herein. Past performance is not indicative of future performance. Not affiliated with or approved, endorsed, or authorized by the Social Security Administration or anyother 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). Theviews, 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 andtheir functionality, SOFA’s role is only to educate and inspire. SOFA only represents the educational workshop - all other endorsements are non-SOFA related.