Complimentary Dinner at North Italia in Gilbert, AZ

Maximizing Social Security Benefits & Minimizing Taxes

Strategies to Help Increase Your Income and Reduce Taxation in Retirement

Event Details

North Italia
1950 E Williams Field Rd Suite #102
Gilbert, AZ 85295

Dinner Options:

– Tuesday, June 10 at 7:00 p.m.

– Thursday, June 12 at 7:00 p.m.

RSVP NOW!

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

MENU
A delicious Italian dinner featuring Prosciutto Bruschetta and Zucca Chip appetizers, a simple salad, your choice of Pesto Primavera Pasta, Bolognese, Chicken Scarpariello, Roasted Salmon, or Chicken Parmesan entrées, and Tiramisu or Tahitian Vanilla Panna Cotta for dessert.

Event Details

North Italia
1950 E Williams Field Rd Suite #102
Gilbert, AZ 85295

Dinner Options:

– Tuesday, June 10 at 7:00 p.m.

– Thursday, June 12 at 7:00 p.m.

MENU
A delicious Italian dinner featuring an appetizer, salad, you choice of entrée, and dessert.

RSVP NOW!

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

Do you have a plan to help maximize your Social Security benefits and minimize your taxes? Social Security may be one of the largest sources of income in retirement while taxes may be one of the largest expenses. Not properly planning for both can lead to less income in retirement.

Join us for a complimentary meal and informative presentation at North Italia where we will discuss the following important topics:

  • What’s new and changing for Social Security and taxes in 2025.
  • The changing financial landscape for those approaching retirement.
  • The impact that proposed changes to tax laws, market volatility, high interest rates and rising inflation may have on your retirement income.²
  • 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 Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
  • Claiming strategies, common mistakes to avoid and planning techniques to help you maximize your Social Security benefits.
  • 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 ensure you won’t OUTLIVE your money in retirement.
  • And MUCH more!

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. 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 strategy to maximize your Social Security benefits?
Don’t miss this information-packed event!

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Why attend?

This presentation combines two empowering elements:

Professional Insight

Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a no-cost retirement snapshot analysis for your current strategy that will help you understand the best time to take Social Security.

Claiming Your Social Security Benefits at the Wrong Age May Significantly Reduce Your Benefits

Don’t miss the chance to learn how to MAXIMIZE SOCIAL SECURITY and REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.

Cropped shot of a senior couple sitting together and going over their financial documents together in their home

Meet Your Hosts

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.
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© 2025 Taxes Declassified | Privacy Policy

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.