Register for our event!

November 3rd or 5th

at 6:30 PM

1700 N. Westshore Blvd.

Tampa, FL 33607

JOIN US

UNDERSTANDING DIFFERENT

RETIREMENT STRATEGIES

Attend this workshop and learn:

  • The implications of the Big Beautiful Bill
  • Reasons to seek a second opinion on your retirement strategy
  • Whether your investments are protected from unexpected market shocks
  • Estate planning strategies to avoid probate and preserve your wealth
  • Whether Roth conversions are right for you

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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 dreams.

This educational workshop is presented through the Society for Financial Awareness (SOFA), a nonprofit organization dedicated to public financial education. SOFA does not sell financial products, endorse any specific company, or provide individualized financial, investment, tax, insurance, or legal advice. The presenter(s) are volunteer SOFA chapter leaders and are also affiliated with DiPaolo Financial Group, Inc., an SEC-Registered Investment Adviser. Registration does not imply a certain level of skill or training. Insurance products are offered through licensed insurance professionals affiliated with DiPaolo Financial Group, Inc. The information presented is for educational purposes only and should not be construed as individualized financial, investment, tax, insurance, or legal advice, or as an offer to buy or sell any security or insurance product. All investments involve risk, including the possible loss of principal, and are not guaranteed unless otherwise stated. Past performance does not guarantee future results. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Attendance is complimentary, with no obligation, and does not establish an advisory relationship. Individuals who wish to receive personalized financial planning, investment advisory, insurance, or tax services may request a separate consultation with DiPaolo Financial Group, Inc. Such services are provided only pursuant to the applicable engagement agreement(s). This event is not affiliated with, endorsed, or authorized by the Social Security Administration or any other governmental agency. The venue is not sponsoring or endorsing this event. No investment or insurance products will be sold at this event. First-time guests only. Financial professionals (including investment advisers, registered representatives, insurance agents, and brokers) are not eligible to attend.