Welcome To Your Portal
Your current points =

You've been a member of Legacy Group Planning since March 28, 2024

Get Educated

On Recent News

It’s That Time of Year

It’s usually around this time of year, when individuals are preparing paperwork for filing their tax returns, that we are asked what the deadlines for contributions are, and what happens if one spouse is non-working but still wants to make IRA contributions.  As a general rule, you have until tax day to make IRA contributions

Read More »

The Busyness of Life

What does retirement really, truly mean? What are your plans for after you retire? We’ve been thinking about this recently. Many would define it as “retreating from the ‘busyness’ of life.”  When do you plan on retiring? How old will you be? How long do you think you’ll spend in retirement? Getting away from all

Read More »

Bridge the Gap

We’ve heard many times that it’s a good idea for retirees to put off receiving Social Security payments, as waiting can allow you to get more out of them than if you were to start as soon as age permits.  One way to make this more feasible is to include annuities in retirement strategies to

Read More »

Stay Active During Retirement

Retirement is a new beginning. As a new retiree, you enter a new stage of your life, where your time is now regulated by you and you alone, rather than revolving around your work.  Unfortunately, many new retirees find this isn’t what they’d expected it to be. Many people begin to feel bored, and worry

Read More »

Stay Active During Retirement

Retirement is a new beginning. As a new retiree, you enter a new stage of your life, where your time is now regulated by you and you alone, rather than revolving around your work.  Unfortunately, many new retirees find this isn’t what they’d expected it to be. Many people begin to feel bored, and worry

Read More »

Member Bring-A-Friend Events

Registration Required
Big Fun Event
Tuesday
February 27th
6:30PM

For Members & Interested Guests
Hilton Garden Inn
6165 Levis Commons Blvd.
Perrysburg, OH 43551
6:15 PM Check In

Exclusive Member Events

Non-Member Guests Are Required to Register
Tues. or Wed.
Jan. 30th or 31st
6:00PM

953 Phillips Ave.
Toledo, OH 43612
(Not Handicapped Accessible)
Upstairs in private banquet room, no elevator to the 2nd floor. Must be able to climb several stairs.
5:45 PM Arrival Time

***Seating is extremely limited***

Tues. or Thurs.
Feb. 20th or 22nd
6:00PM

4705 Talmadge Rd.
Toledo, OH 43623
5:45 PM Arrival Time

***Seating is extremely limited***

WE Look Forward to Seeing You

Please Join Us!

Scroll to Top

WE Want to

Get To Know You!