Legacy Group Planning Invites You.

Educational Seminars

Explore Your Retirement Options

Learn Retirement Strategies While Enjoying A Complimentary Dinner

We offer free no-obligation educational retirement seminars both online and in-person throughout the year. A gourmet meal is also provided at no charge to our guests. Register to learn how to retire successfully.

At Our Seminars,

You'll Learn About

The keys to a successful retirement
How to protect your retirement income from loss
Calculating retirement income
Creating an income that lasts throughout retirement
Planning for the future
Keeping your money safe during market downturns tax-free or tax-deferred options
How changes to the tax code affect you
Plus more

Please Join Us

We Look Forward To Meeting You!

Let us know the area that you are located in and we will reach out to you about upcoming retirement seminars in your area.

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

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

IMPORTANT CONSUMER INFORMATION

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