Register for our event!

August 10th or 11th

at 6:30 PM

6062 Van Dyke Rd.

Lutz, FL 33558

JOIN US

UNDERSTANDING DIFFERENT

RETIREMENT STRATEGIES

Attend this workshop and learn:

  • How to maintain your purchasing power in retirement, despite rising inflation.
  • How we believe our clients have kept their money protected from market declines.
  • How to not outlive your income during retirement.
  • How to obtain a work optional lifestyle.
  • Places you should never put your IRA monies.
  • How fees are hindering your current annuity.
  • Why your current annuity may be failing you.
  • How taxes are changing in retirement.
  •  New to the the Lutz area and looking for a local financial advisor? We are here to help.

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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.

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.