- Fall Into
- Financial
- Confidence
When Is the Best Time to Harvest Your Gains?
You're invited to join Legacy Group Planning for an educational fall event on September 15th, designed to help you better understand today's financial landscape and strategies that may help protect your retirement.
Enjoy a complimentary lunch or dinner...
while learning about topics that matter to today’s retirees and pre-retirees, including ways to navigate changing markets and preserve the wealth you’ve worked hard to build.
This event is also a great opportunity to introduce someone you care about to Legacy Group Planning. Feel free to bring a friend, family member, or colleague who could benefit from the conversation.
We'll also have:
- Door prizes
- An LGP swag station
- A delicious complimentary meal
Lunch Session
Tuesday, September 15th
11:00 AM
Doors Open: 10:15 AM
631 S. Main Street
Findlay, OH 45840
Complimentary Valet Parking
Dinner Session
Tuesday, September 15th
6:00 PM
Doors Open: 5:15 PM
6165 Levis Commons Blvd.
Perrysburg, OH 43551
Register Before September 5th!
Reserve Your Spot Below:
Reach Out To Us
Learn More
Get To Know Us
Senior Planning Estate Services, LLC DBA Legacy Group Planning OH Insurance Lic # 40902
Kim Allen OH Insurance Lic # 758135
Scott Allen OH Insurance Lic # 767132
Holland, OH Office
1590 Albon Road, Suite 40
Holland, OH 43528
Archbold, OH Office
103 B Degroff Ave.
Archbold, OH 43502
Fremont, OH Office
410 S. Front Street
Fremont, OH 43420
Findlay, OH Office
15271 US 224 East
Findlay, OH 45840
Adrian, MI Office
325 E. Maumee St.
Adrian, MI 49221
Lima, OH Office
315 N. Elizabeth Street
Lima, OH 45801
Perrysburg, OH Office
3250 Levis Commons Blvd.
Perrysburg, OH 43551
*Backed by the claims-paying ability of the carrier.
**Fixed Index Annuity products can provide a reasonable rate of return over time.
Senior Planning Estate Services, LLC operates as Legacy Group Planning.
By contacting Kim Allen, OH Insurance License # 758135 / Scott Allen, OH Insurance License #767132 / Senior Planning Estate Services, LLC DBA Legacy Group Planning, OH Insurance License #40902, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.