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Ann Arbor District Library, 343 S. Fifth Avenue
Ann Arbor, MI 48104
Date: May 2, 2019
Time: 6:00pm – 8:00pm
Instructor: Joseph Dallo, guest speaker
This event focuses on earning, spending, borrowing, saving, and protecting money. Joseph will be presenting on saving money and planning for the future. In many instances, people feel overwhelmed by their current financial situation. Joseph will give tips and tricks on how to be more efficient so that more money can be used for investment purposes.
Social Security, Medicare, Taxes, and Retirement
West Bloomfield Recreation Activities Center,
4640 Walnut Lake Rd, West Bloomfield Township, MI 48323
Instructor: Joseph Dallo
Many people rely heavily on social security and medicare in retirement. This seminar was meant to educate people on how to use social security and medicare to complement their retirement savings rather than to rely only on them to sustain retirement. Furthermore, techniques on how to minimize taxes to maximize retirement funds were explained so that attendees could understand how to better adjust for retirement.
Joe Dallo, AIF®, J.D. - LPL Financial Planner & LPL Investment Advisor Representative
Contact Us Today for Your Free Consultation!
Joe Dallo is a LPL Financial Planner & LPL Investment Advisor Representative at Dallo Financial. Mr. Dallo’s legal experience and knowledge in estate planning allow him to comprehensively understand your situation and provide tailored advice. As a financial advisor, he is held to a fiduciary standard, meaning that he acts in your best interests.
Education and Licenses:
- Accredited Investment Fiduciary® (AIF®)
- J.D., Juris Doctor, Thomas M. Cooley Law School
- Series 7 Registered with LPL Financial
- Series 66 Registered with LPL Financial
- B.S., Bachelor of Science in Electrical Engineering, Lawrence Technological University
- Life and Health Resident Producer – State of Michigan
Dallo Financial / Financial Focus
31731 Northwestern Hwy,
Farmington Hills, MI 48334
Riskalyze disclaimer - IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance. Scenarios illustrated are hypothetical and not representative of any specific investment or investor. Individual results will vary. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss.