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Complimentary Dinner Event at Tarantella Ristorante in Weston, FL

Optimizing Your Tax Strategy & Surviving Market Volatility

Gain Control of Your Taxes & Keep More of Your Hard-Earned Money in Retirement

Do you have a plan to ensure you won’t pay more than your fair share to the IRS? With NEW legislation that may increase tax rates, a growing national debt, market volatility and future uncertainty around Social Security benefits, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?

Join us for a complimentary meal and enlightening presentation to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Event Details

Tarantella Ristorante
1755 Bell Tower LaneWeston, FL 33326

Event Options:
– Tarantella Ristorante on March 8th at 6:00 PM
– Tarantella Ristorante on March 10th at 6:00 PM

Your choice of Eggplant Parmigiana, Salmon Livornese, Chicken Parmigiana or Chicken Francese.

Join us for a complimentary meal and special presentation at Tarantella Ristorante while we discuss important topics for those in or nearing retirement.

Here’s what we’ll cover:

  • What’s changing for taxes and Social Security in 2022.
  • The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
  • Why taxes may 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.
  • Ways you may be able to lock-in historically low tax rates now, before proposed tax changes go into effect.
  • Planning for longevity, inflation and future tax increases to 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 derail your retirement and how you may be able to avoid them.

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

Exclusive Offer

All attendees are eligible to receive a complimentary retirement snapshot analysis for their current retirement tax plan.

A simple, 3-step process showing how you may be able to improve retirement success, lower your tax bill and determine when you’ll be ready for retirement.


Why attend?

This workshop 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 plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.

Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.

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


Dan Gomez
President, Global Capital Insurance & Financial Services
Danilo Gomez, President of Global Capital Insurance & Financial Services, is an insurance and financial consultant who specializes in retirement, business, and estate planning. His main focus is to service small- to medium-sized businesses and respond to their financial needs and goals, especially those of the owners. He has been successfully doing this for over twenty-five years. In the retirement planning arena, he offers clients unique nonqualified tax-free retirement alternatives. He also has extensive knowledge in qualified retirement plans, such as 401k, IRA, and Roth IRA.

Mr. Gomez also services the business market by offering company employee benefits such as group health, dental, life and disability insurance, and risk management business solutions. He has been working in South Florida and the Foreign National Insurance markets simultaneously since 1995. Helping those from other countries establish businesses in South Florida and handling their unique insurance needs has given him valuable and diverse experience.

Mr. Gomez started his insurance career after graduating from The University of South Florida in Tampa, where he received a bachelor’s degree in Industrial Engineering. He worked as a Fire Protection & Loss Prevention Engineer for Industrial Risk Insurers and Factory Mutual Engineering. These companies are two of the largest commercial and industrial risk insurance consulting firms in the country. He worked in the Factory Mutual Research and Development facility implementing fire protection systems. Several years later, his abilities lead him to work as an underwriter analyzing industrial risks, but he wanted to be more directly involved with clients. He then decided on a more client-interactive, exciting career path. Insurance & Financial Consulting Services and Sales became his passion and has never looked back since.

Born in La Habana, Cuba, he has lived in seven different countries throughout South America. He has settled in the United States and currently resides in Weston, Florida. Mr. Gomez is fully bilingual in English and Spanish and is currently working to become a Certified Financial Planner.


Joe Pujol
Attorney, Pujol Law Group

Attorney Joe Pujol’s real estate and family asset planning practice focuses on helping families plan for and protect the most substantial assets in their lives. He excels in guiding his clients through the often intricate maze of property acquisitions and financial decisions and then follows through with plans that ensure his clients’ and their families’ peace of mind and financial well-being for the years to come. His considerable legal experience transcends real estate transactional law and includes a keen sense of family protection, wealth preservation, and values-based planning. Joe has always maintained that the life best lived is always supported with a well thought-out, foundational plan. Just as he prepares for the unpredictable Florida weather, as many of us do, he prepares for and helps others prepare for life’s plan.

With over 22 years in practice and as the founder of the Pujol Law Group, Joe has directly handled and supervised thousands of residential and commercial real estate and planning matters. Over the years, he has counseled thousands of families and hundreds of foreclosure clients during the mortgage crisis from 2007 and continues to do so today.

Joe has continued his education and practices the © New Law Business Model (NLBM) way and is now recognized as highly respected Personal Family Lawyer®. A Personal Family Lawyer® is a dedicated advisor who helps you make the very best personal, financial, legal, and business decisions for your family throughout your lifetime.

Joe knows that having a well thought-out plan is how we protect our loved ones today and continue to do so when we are no longer, physically around. He enjoys informing his community on a variety of topics including real estate, business planning, and family wealth planning and preservation. He has chosen to concentrate on Real Estate, Trusts and Estates and is passionate about protecting children and helping families enjoy a happy and stable future. Most importantly, Joe is the proud father of Joshua, Marcos and Dylan, the inspiration behind him to living life well lived and planned for.

© 2022 Taxes Declassified | Privacy Policy


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. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not 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