Gilbert, AZ | Taxes & Retirement Dinner | October 2025 | ARE-19336

Complimentary Dinner at North Italia in Gilbert, AZ

Controlling Taxes in Retirement

Strategies to Help Protect and Grow Your Wealth

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Italian Dinner. Including Appetizer, Salad, Choice of Entrée, and Dessert.

Event Details

North Italia
1950 E Williams Field Rd
Gilbert, AZ 85295

Dinner Options:

– Tuesday, October 7 at 7:00 p.m.

– Thursday, October 9 at 7:00 p.m.

Seating is limited. A complimentary meal will be served. There is no charge to attend!

Event Details

North Italia
1950 E Williams Field Rd
Gilbert, AZ 85295

Dinner Options:

– Tuesday, October 7 at 7:00 p.m.

– Thursday, October 9 at 7:00 p.m.

MENU
Italian Dinner. Including Appetizer, Salad, Choice of Entrée, and Dessert.

Seating is limited. A complimentary meal will be served. There is no charge to attend!

Preparing for retirement has never seemed so challenging. Join us for a complimentary meal and enlightening presentation at North Italia. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Here’s what we’ll cover:

The impact of changes to tax laws, market volatility and rising inflation may have on your retirement income.
What’s changing for taxes and Social Security in 2025.
Why taxes can be one of your biggest retirement expenses without a proper plan in place.
Immediate, actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
Social Security strategies to help minimize taxes on your benefits.
Tax strategies to help preserve more of your assets to create a lasting legacy for your loved ones.
Understanding other potential tax risks that may disrupt your retirement and you may be able to avoid them.

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!

Days

Hours

Minutes

Seconds

If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:

The changing financial landscape for those approaching retirement.
Tips and strategies to manage your tax exposure and help increase your retirement income.
Understanding tax laws and how they may impact your retirement income.
How you may be able to avoid unnecessary taxation on Social Security income & maximize your benefits.
Planning for longevity, inflation and future tax increases.
How to navigate RMDs and ensure you are harvesting your assets efficiently without paying more taxes than necessary.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
How to create a customized retirement income & tax minimization strategy.

These presentations are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Meet Your Host

Mike Savarese | President & Founder | America's Retirement Advisory Group

Mike Savarese has devoted over 30 years of his professional life to helping his clients achieve their financial goals and enjoy a confident retirement. One area of Mike’s financial expertise includes helping retirees transition to the distribution phase of their investing lives. He offers practical strategies to help disperse retirement assets as tax-efficiently as possible, while ensuring a financial legacy for future generations.

Mike was also trained for 14 years as a Certified Ed Slott Master Elite IRA Advisor*. These members are dedicated to being leaders in the IRA industry with regular ongoing education, and are equipped with up-to-date tools and resources. Furthermore, Mike was a commentator for over 12 years on San Diego Radio airwaves, discussing market trends and advising callers how to navigate the pit-falls of the financial markets on Radio AM 1000, AM 1170 and AM 600.

CA License #0A08613 FL License #W813163

Tony Savarese | America's Retirement Advisory Group

Tony Savarese began his career in 1977 as one of the youngest stock brokers in the Coachella Valley. Educated at American schools in Europe and Mexico, Tony completed his BA at United States International University in San Diego and immediately went on to the American Graduate School of International Management (Thunderbird School of Global Management) in Glendale, Arizona, where he received his Master of International Management. To launch his career, Tony made a commitment of long hours and hard work. To date, his professional designations include a Life, Disability, and Variable Insurance Licenses in Arizona (2336059), California (0A08129), Colorado (854983), and Florida (W290844). He also maintains the following FINRA Designations:

Series 24 General Securities Principal

Series 65 Uniform Investment Adviser (Law Exam)

Series 4 Registered Options Principal

Series 7 General Securities Representative

Series 63 Uniform Securities Agent (State Law Exam)

Tony brings a diverse educational, cross-cultural, and professional experience to his profession. Throughout his career, he has always been of service to the public at large. Early in his career, Tony gave daily market reports on KDES and KCMJ (Coachella Valley) and has had several articles on investment strategies published in local newspapers in San Diego. Tony “Went Independent” in 1988, after 11 years at 2 major brokerage firms. After several years, he and his youngest brother decided to form an office (about 10 Financial Advisors) for Spelman & Co., Inc in the Rancho Bernardo community of San Diego. Shortly thereafter, he was tapped by AIG Advisor Group to manage a new concept of office dubbed the Transition Suite. This consisted of approximately 15 brokers transitioning from working at a major wire house to understanding how the independent Financial Advisor works. After 3 years, Tony returned to private practice in the La Mesa area.

A veteran of several “Bear Markets” (including the Crash of ‘87 and the “Great Recession” of 2008/2009) makes him a seasoned professional who understands many of the needs and concerns of the Professional, Owners of Small to Medium -size Corporations, High Net Worth Individuals, and those who are retired or close to retiring. His focus lies in 401(k)/Profit Sharing Plans (turnkey optional) and Fee-based Money Management. His expertise in the Capital Markets, combined with his ability to tailor investment programs to each individuals needs, has helped him build a solid client base. The large number of referrals he receives from satisfied clients is a testament to his success.

Securities and Advisory Services through CreativeOne Securities, LLC. Member FINRA/SIPC and an investment advisor. America’s Advisory Group, Taxes Declassified, and CreativeOne Securities, LLC are not affiliated. Licensed insurance professional.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.