February

23

Thursday

6:30 PM

or

February

28

Tuesday

6:30 PM

131 2nd Avenue North
St. Petersburg, FL 33701

Your presenter: Joseph L. DiPaolo, ChFC®

Your host and speaker Joseph L. DiPaolo, ChFC®, a Chartered Financial Consultant (ChFC) and founder of DiPaolo Financial Group, Inc., is a recognized speaker and educator on retirement planning issues. He has been serving retirees and pre-retirees throughout the Tampa Bay area since 2006. Over that time, he has counseled hundreds of families on financial matters and has taught strategies designed to conservatively grow wealth over time, preserve assets, increase retirement income, and minimize tax exposure.

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Join us as we present on these important topics:

  • Protecting Your Assets - Can you protect and preserve your assets against market volatility?
  • Cash Flow/Income Strategies - Can you prevent outliving your money?
  • Taxes and The IRS – Some investments are prone to being taxed twice! Will you be over taxed?
  • Annuities - Learn the good, the bad, and the fine print.
  • Healthcare – Planning for future tax changes, inflation and subsequent healthcare reform.