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SUMMARY:5 Checkpoints of Retirement Planning Educational Dinner Workshop at Claude's Bistro & Bar
DESCRIPTION:5 Checkpoints of Retirement Planning Educational Event \nIf 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. This event is always well-attended and seating is limited\, so please reserve your space now by calling our office at 419-872-0204. \nSome topics that we will cover at the event include: \n• Don’t rely on the market. Invest smarter for retirement and protect the money you have already earned.\n• As national debt grows\, so does the likelihood of future tax increases. Your 401(k)s and/or IRAs could be\nheavily impacted. Learn ways to defend your assets.\n• Retirement Income – Will you have enough? Learn strategies to generate guaranteed retirement income\nfor life.\n• Learn how 401(k) and IRA Assets can be passed on to future generations and how to lower your taxes.\n• Tax-sensitive Investing: The “do’s and don’ts” of Roth conversions.\n• Social Security Income: Learn how to maximize your Social Security benefits and reduce or eliminate\ntaxation of this income. \nNow is the time to seek a valuable second opinion. Because your future depends on what you do right now! \nRSVP by calling the Citizen Advisory Group office at 419-872-0204.
URL:https://citizenadvisory.com/event/5-checkpoints-of-retirement-planning-educational-dinner-workshop-at-claudes-bistro-bar-8/
LOCATION:Claude’s Bistro & Bar\, 5103 Levis Commons Blvd.\, Perrysburg\, OH\, 43551\, United States
CATEGORIES:Educational Dinner Seminars
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DTSTART;TZID=America/Detroit:20261104T110000
DTEND;TZID=America/Detroit:20261104T123000
DTSTAMP:20261022T160501Z
CREATED:20260521T172844Z
LAST-MODIFIED:20261022T160501Z
UID:10000200-1793790000-1793795400@citizenadvisory.com
SUMMARY:(Event is at Capacity) Animal Meet & Greet at Maumee Bay State Park (Complimentary)
DESCRIPTION:Animals of Ohio: A Hands-On Experience at Maumee Bay \nOhio has a wild history — and we mean that literally! From the forests and wetlands of centuries past to the diverse ecosystems we know today\, this state has been home to a remarkable cast of creatures across thousands of years. Join us for a fascinating and hands-on morning at Maumee Bay as we explore the animals that have shaped — and been shaped by — the great state of Ohio. \nOur knowledgeable Maumee Bay naturalists will take you on a journey through time\, sharing the story of Ohio’s wildlife from its earliest inhabitants to the species thriving here today\, and even what the future may hold for our state’s animal populations. You’ll discover how Ohio’s landscape has transformed over the centuries and what that means for the creatures that call it home. \nBut this isn’t just a lecture — it’s an experience! Get up close and personal as you feel real animal furs and pelts\, connecting with Ohio’s wildlife in a way that’s tactile\, memorable\, and genuinely eye-opening for all ages. \nAnd then comes the highlight of the morning — the Ambassador Animal Meet & Greet! Some of Maumee Bay’s most beloved resident animals will be on hand for an up-close encounter\, including snakes and turtles. Whether you’re a lifelong animal lover or someone who’s always been just a little hesitant around reptiles\, this is the perfect\, guided setting to step outside your comfort zone and make a new scaly friend. \nCome curious\, leave amazed — this is one morning in nature you won’t soon forget! \nTo ensure we can provide the best experience for our clients\, this event is exclusively for Citizen Advisory Group clients and their guests. Please only sign up if you are a current client.
URL:https://citizenadvisory.com/event/animal-meet-greet-at-maumee-bay-state-park-on-wednesday-november-4th-at-11am/
LOCATION:Maumee Bay State Park\, 1400 State Park Rd.\, Oregon\, Ohio\, 43616
CATEGORIES:Retire Well Events
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BEGIN:VEVENT
DTSTART;TZID=UTC:20261105T183000
DTEND;TZID=UTC:20261105T203000
DTSTAMP:20260731T164542Z
CREATED:20260115T020831Z
LAST-MODIFIED:20260731T164542Z
UID:10000181-1793903400-1793910600@citizenadvisory.com
SUMMARY:5 Checkpoints of Retirement Planning Educational Dinner Workshop at Cousino's Steakhouse
DESCRIPTION:5 Checkpoints of Retirement Planning Educational Event \nIf 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 Cousino’s Steakhouse in Oregon\, 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. \nSome topics that we will cover at the event include: \n• Don’t rely on the market. Invest smarter for retirement and protect the money you have already earned.\n• As national debt grows\, so does the likelihood of future tax increases. Your 401(k)s and/or IRAs could be\nheavily impacted. Learn ways to defend your assets.\n• Retirement Income – Will you have enough? Learn strategies to generate guaranteed retirement income for life.\n• Learn how 401(k) and IRA Assets can be passed on to future generations and how to lower your taxes.\n• Tax-sensitive Investing: The “do’s and don’ts” of Roth conversions.\n• Social Security Income: Learn how to maximize your Social Security benefits and reduce or eliminate\ntaxation of this income. \nNow is the time to seek a valuable second opinion. Because your future depends on what you do right now! \nRSVP by calling the Citizen Advisory Group office at 419-872-0204.
URL:https://citizenadvisory.com/event/5-checkpoints-of-retirement-planning-educational-dinner-workshop-at-final-cut-steakhouse-at-the-hollywood-casino-19/
LOCATION:Cousino’s Steakhouse\, 1842 Woodville Rd.\, Oregon\, 43616\, United States
CATEGORIES:Educational Dinner Seminars
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BEGIN:VEVENT
DTSTART;TZID=UTC:20261110T183000
DTEND;TZID=UTC:20261110T203000
DTSTAMP:20260115T020916Z
CREATED:20260115T020916Z
LAST-MODIFIED:20260115T020916Z
UID:10000182-1794335400-1794342600@citizenadvisory.com
SUMMARY:5 Checkpoints of Retirement Planning Educational Dinner Workshop at Rockwell's at the Oliver House
DESCRIPTION:5 Checkpoints of Retirement Planning Educational Event \nIf 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 Rockwell’s at the Oliver House 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. \nSome topics that we will cover at the event include: \n• Don’t rely on the market. Invest smarter for retirement and protect the money you have already earned.\n• As national debt grows\, so does the likelihood of future tax increases. Your 401(k)s and/or IRAs could be\nheavily impacted. Learn ways to defend your assets.\n• Retirement Income – Will you have enough? Learn strategies to generate guaranteed retirement income\nfor life.\n• Learn how 401(k) and IRA Assets can be passed on to future generations and how to lower your taxes.\n• Tax-sensitive Investing: The “do’s and don’ts” of Roth conversions.\n• Social Security Income: Learn how to maximize your Social Security benefits and reduce or eliminate\ntaxation of this income. \nNow is the time to seek a valuable second opinion. Because your future depends on what you do right now! \nRSVP by calling the Citizen Advisory Group office at 419-872-0204.
URL:https://citizenadvisory.com/event/5-checkpoints-of-retirement-planning-educational-dinner-workshop-at-rockwells-at-the-oliver-house-6/
LOCATION:Rockwell’s at the Oliver House\, 27 Broadway St.\, Toledo\, OH\, 43604\, United States
CATEGORIES:Educational Dinner Seminars
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DTSTART;TZID=UTC:20261112T183000
DTEND;TZID=UTC:20261112T203000
DTSTAMP:20260827T171433Z
CREATED:20260115T022146Z
LAST-MODIFIED:20260827T171433Z
UID:10000185-1794508200-1794515400@citizenadvisory.com
SUMMARY:Principles of Retirement Planning Educational Dinner Workshop at Mancy's Toledo
DESCRIPTION:PRINCIPLES OF RETIREMENT PLANNING \nDiscover potential costly risks that your retirement plan might be facing and key principles that can help guide you around them. \nYou and a guest are cordially invited to a workshop dinner event for area residents who are retired or nearing retirement. This is an educational event designed to help you understand the potential risks and principles that can guide you to and through a successful retirement…so come learn and enjoy a complimentary dinner on us! \nAs a country\, we are facing many difficult challenges: historic national debt levels\, higher inflation\, higher interest rates\, increased market volatility and so much more. The question many Americans are asking is “How does this affect my retirement and what can I do about it?” \nThis event will deliver comprehensive and up-to-date educational information and actionable strategies to help you intelligently protect your financial future. \nBy attending this educational event\, you will learn the following (and so much more!): \n• Discover how tax legislation may cost your family thousands in tax dollars and what you can do about it.\n• Retirement income – Are you worried about running out of money in retirement?\n• Do you know how volatility in the market may impact your IRA and 401(k)?\n• Potential strategies to cover long-term care costs without expensive annual premiums.\n• How rising interest rates may affect your portfolio.\n• How you may increase your interest earnings while safeguarding your investments from risk. \nYou will also walk away with actionable steps for helping you protect your nest egg and retirement income. \nRSVP by calling the Citizen Advisory Group office at 419-872-0204.
URL:https://citizenadvisory.com/event/principles-of-retirement-planning-educational-dinner-workshop-at-final-cut-steakhouse-at-the-hollywood-casino-3/
LOCATION:Mancy’ Steakhouse Toledo\, 953 Phillips Ave.\, Toledo\, Ohio\, 43612\, United States
CATEGORIES:Educational Dinner Seminars
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BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261206T130000
DTEND;TZID=America/Detroit:20261206T170000
DTSTAMP:20260921T182031Z
CREATED:20260909T142411Z
LAST-MODIFIED:20260921T182031Z
UID:10000215-1796562000-1796576400@citizenadvisory.com
SUMMARY:Christmas Movie Day at the Maumee Indoor Theater (Complimentary)
DESCRIPTION:Christmas Movie Day at the Maumee Indoor Theater on Sunday\, December 6th\n1:00-2:00PM Family Photos with Santa\n2:00PM Movie Featuring “Red One” \nMaumee Indoor Theater\n601 Conant St. Maumee\, OH 43537 \nJoin Citizen Advisory Group for a festive Christmas Movie Day on Sunday\, December 6th at the Maumee Indoor Theater! Bring the whole family and stop by starting at 1:00 PM for photos with Santa before settling in for a 2:00 PM showing of “Red One.” \nIt’s a fun way to kick off the holiday season together — we can’t wait to see you there! \nRSVP at www.citizenadvisory.com/rsvp or by calling our office at 419-872-0204
URL:https://citizenadvisory.com/event/christmas-open-house-at-the-maumee-indoor-theater-complimentary/
LOCATION:Maumee Indoor Theater\, 601 Conant St.\, Maumee\, OH\, 43537\, United States
CATEGORIES:Retire Well Events
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