Something Good Is Cooking and You're Invited!

"Understanding Different Retirement Strategies"
presented by Legacy Group Planning.

We think you'll have a little fun, and know you will learn some meaningful information that may help you to feel good about your retirement strategies. At this event, we discuss how retirees can feel confident about their retirement, no matter what is happening in the market or in the world around us.

All events are full EXCEPT

May  25th
at 6:00pm 

at Heather Downs Country Club:
3910 Heatherdowns Blvd.
Toledo, OH 43614

Check-in at 5:45pm
Dinner begins
promptly at 6pm

 

 

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 financial and 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

These topics will also be covered:

  • INFLATION: Will the yields of your savings be able to keep up with rising inflation?
  • Ways to reduce your risk and keep more of your hard-earned money.
  • Is your planning strategy built to withstand the unexpected?
  • Ways to avoid running out of income during retirement.

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

Heather Downs Country Club:

There are stairs at this historic location, there is a small elevator to reach the main floor.

Preselected Menu

Buffet Selections:

Braised Roast Beef
with Rosemary Garlic Sauce
– Chicken Marsala
– Roasted Pork Loin
with Applejack Sauce
– Green Bean Almandine
– Parmesan Roasted Potatoes
Garden Salad

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

*Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security.  All figures herein are hypothetical and for illustrative purposes only to explain general concepts.  No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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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