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6 Checkpoints of Retirement Planning Presented by Jeff Bucher

August 27 @ 6:30 pm

6 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 Urban Pine Winery in Maumee, Ohio. 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.


Urban Pine Winery
3415 Briarfield Blvd.
Maumee, OH 43537 United States
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Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Citizen Advisory Group. Citizen Advisory Group is a separate and unaffiliated entity from Advisory Alpha.