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Complimentary Dinner Seminar:

“Understanding Different Retirement Strategies”

Join Legacy Group Planning for an enjoyable night out, some delicious food and some timely retirement information. At this event, we’ll discuss how retirees can feel confident about their retirement, no matter what is happening in the market or in the world around us.

Tuesday
Nov. 12th
at 6PM

OR

Thursday
Nov. 14th
at 6PM

953 Phillips Ave.
Toledo, OH 43612

Please arrive 15 minutes early

Please Note:
This venue is not handicap accessible.

In this no-cost, no-obligation dinner seminar, we’ll discuss:

Finding Safety in a Changing World

  • Weighing your options of safety versus growth
  • How market downturns may impact retirement
  • Understanding different types of insurance products in the current economy

Income for Life in Retirement

  • Retirement income stability: Learn strategies to generate retirement income for life
  • Maintaining your lifestyle throughout your retirement years
  • Strategies for adjusting your retirement income with inflation
  • Options for leaving money to beneficiaries (and tax considerations)
  • Potential legacy options for avoiding probate
  • Strategies for leaving money and income for your spouse

We believe all retirees should learn as much as they can. Be armed with the knowledge of “Different Retirement Strategies” and join us!

Reserve Your Seat

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

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

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