Stars, Stripes, & Smart Money
Patriotism isn’t just about pride, it’s about preparedness.
Uncertain markets. Rising tariffs. Questions around Social Security.
If the world feels unpredictable right now, you’re not alone — and that’s exactly why this event matters.
Stars, Stripes, & Smart Money is a special Member Bring-a-Friend experience hosted by Legacy Planning Group, designed to help you and the people you care about feel more confident about your financial future — no matter what’s happening in the world.
Join Us For Lunch or Dinner On:
Monday, May 11th
11:00 AM LUNCH
Doors open at 10:15 AM.
Complimentary Valet Parking
At Hancock Hotel:
631 S. Main Street
Findlay, OH 45840
6:00 PM DINNER
Doors open at 5:15 PM.
At Hilton Garden Inn:
6165 Levis Commons Blvd.
Perrysburg, OH 43551
You’ll enjoy a relaxed meal, a brief educational presentation, and a chance to:
Learn about safe money options in volatile times
Better understand the products you already own (and benefits you may not know about)
Introduce friends or family to Legacy Planning Group in a no-pressure setting
Ask questions, gain clarity, and leave feeling more prepared
Smart money is a patriotic power move.
This isn’t a sales pitch. It’s a conversation about stability, protection, and control — and an opportunity to help the people you care about take the first step toward smarter financial planning.
Fill Out the Form Below to RSVP:
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.