5 Checkpoints of Retirement Planning Educational Dinner Workshop at Cooper’s Hawk Winery
January 28, 2025 @ 6:30 pm - 8:30 pm
5 Checkpoints of Retirement Planning Educational Event
If you are nearing retirement age or would like a 2nd opinion, you and a guest are cordially invited to join us for a special educational dinner event at Cooper’s Hawk Winery in Toledo, OH. This event is always well-attended and seating is limited, so please reserve your space now by calling our office at 419-872-0204.
Some topics that we will cover at the event include:
• Don’t rely on the market. Invest smarter for retirement and protect the money you have already earned.
• As national debt grows, so does the likelihood of future tax increases. Your 401(k)s and/or IRAs could be
heavily impacted. Learn ways to defend your assets.
• Retirement Income – Will you have enough? Learn strategies to generate guaranteed retirement income
for life.
• Learn how 401(k) and IRA Assets can be passed on to future generations and how to lower your taxes.
• Tax-sensitive Investing: The “do’s and don’ts” of Roth conversions.
• Social Security Income: Learn how to maximize your Social Security benefits and reduce or eliminate
taxation of this income.
Now is the time to seek a valuable second opinion. Because your future depends on what you do right now!
RSVP by calling the Citizen Advisory Group office at 419-872-0204.
