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DTSTART;TZID=UTC:20260728T183000
DTEND;TZID=UTC:20260728T203000
DTSTAMP:20260114T235835Z
CREATED:20260114T235835Z
LAST-MODIFIED:20260114T235835Z
UID:10000161-1785263400-1785270600@citizenadvisory.com
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 at Claude’s Bistro & Bar in Perrysburg\, 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-claudes-bistro-bar-5/
LOCATION:Claude’s Bistro & Bar\, 5103 Levis Commons Blvd.\, Perrysburg\, OH\, 43551\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2025/11/Untitled-design9-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260730T183000
DTEND;TZID=UTC:20260730T203000
DTSTAMP:20260602T185835Z
CREATED:20260114T235950Z
LAST-MODIFIED:20260602T185835Z
UID:10000162-1785436200-1785443400@citizenadvisory.com
SUMMARY:Principles of Retirement Planning Educational Dinner Workshop at Final Cut Steak & Seafood
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-claudes-bistro-bar-2/
LOCATION:Final Cut Steak & Seafood\, 1968 Miami St.\, Toledo\, OH\, 43605\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2024/09/final-cut.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260804T183000
DTEND;TZID=UTC:20260804T203000
DTSTAMP:20260115T001518Z
CREATED:20260115T001518Z
LAST-MODIFIED:20260115T001518Z
UID:10000163-1785868200-1785875400@citizenadvisory.com
SUMMARY:5 Checkpoints of Retirement Planning Educational Dinner Workshop at Mancy's Steakhouse in Findlay
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 Mancy’s Steakhouse at the Hancock Hotel in Findlay\, 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-mancys-steakhouse-in-findlay-5/
LOCATION:Mancy’s Steakhouse at the Hancock Hotel\, 631 S Main St.\, Findlay\, OH\, 45840\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2024/09/mancys-update.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260806T183000
DTEND;TZID=UTC:20260806T203000
DTSTAMP:20260115T011752Z
CREATED:20260115T011752Z
LAST-MODIFIED:20260115T011752Z
UID:10000164-1786041000-1786048200@citizenadvisory.com
SUMMARY:Principles Retirement Planning Educational Dinner Workshop at Mancy's Steakhouse in Findlay
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-retirement-planning-educational-dinner-workshop-at-mancys-steakhouse-in-findlay-3/
LOCATION:Mancy’s Steakhouse at the Hancock Hotel\, 631 S Main St.\, Findlay\, OH\, 45840\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2024/09/mancys-update.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260813T183000
DTEND;TZID=UTC:20260813T203000
DTSTAMP:20260115T012119Z
CREATED:20260115T012119Z
LAST-MODIFIED:20260115T012119Z
UID:10000166-1786645800-1786653000@citizenadvisory.com
SUMMARY:5 Checkpoints of Retirement Planning Educational Dinner Workshop at Final Cut Steakhouse at the Hollywood Casino
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 Final Cut Steakhouse at the Hollywood Casino 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-final-cut-steakhouse-at-the-hollywood-casino-16/
LOCATION:Final Cut Steak & Seafood\, 1968 Miami St.\, Toledo\, OH\, 43605\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2024/09/final-cut.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260818T183000
DTEND;TZID=UTC:20260818T203000
DTSTAMP:20260708T164607Z
CREATED:20260115T011906Z
LAST-MODIFIED:20260708T164607Z
UID:10000165-1787077800-1787085000@citizenadvisory.com
SUMMARY:Principles of Retirement Planning Educational Dinner Workshop at Claude's Bistro & Bar
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-claudes-bistro-bar-3/
LOCATION:Claude’s Bistro & Bar\, 5103 Levis Commons Blvd.\, Perrysburg\, OH\, 43551\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2024/11/Heading1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260820T110000
DTEND;TZID=America/Detroit:20260820T123000
DTSTAMP:20260722T184137Z
CREATED:20260604T140610Z
LAST-MODIFIED:20260722T184137Z
UID:10000201-1787223600-1787229000@citizenadvisory.com
SUMMARY:“Why Am I So Stiff?”  Simple Fixes for Achy Backs\, Tight Hips & Aging Joints Presentation (Complimentary)
DESCRIPTION:If you’ve ever groaned getting out of bed in the morning\, felt sore after a leisurely walk\, or noticed that sitting too long leaves you moving like a rusty hinge — you are absolutely not alone. Stiffness\, achiness\, and joint discomfort are among the most common complaints as we age\, but here’s the thing: they don’t have to be permanent facts of life. \nJoin us for this engaging and interactive workshop where we’ll pull back the curtain on why our bodies feel the way they do — and more importantly\, what we can actually do about it. You’ll learn about the most common causes of back pain\, hip tightness\, and joint stiffness as we age\, cutting through the noise and getting straight to the practical information that can make a real difference in your day-to-day comfort and mobility. \nThis isn’t a passive sit-and-listen session — it’s a hands-on experience! We’ll walk through simple movement screens and mobility tests that help identify what’s really going on in your body\, followed by practical exercises and techniques you can begin using immediately. No gym membership required\, no complicated equipment — just straightforward\, effective tools to help you move with less pain and a whole lot more confidence. \nWhether you’re dealing with a nagging ache that just won’t quit or simply want to stay ahead of the stiffness before it slows you down\, this workshop was made for you. Please wear comfortable clothing and come ready to move and participate — your body will thank you for it! \n\nRSVP at citizenadvisory.com/rsvp or by calling the CAG office at 419-872-0204. \n\n\n\n\n\n\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/why-am-i-so-stiff-simple-fixes-for-achy-backs-tight-hips-aging-joints-presentation/
LOCATION:Citizen Advisory Goup
CATEGORIES:Retire Well Events
ATTACH;FMTTYPE=image/jpeg:https://citizenadvisory.com/wp-content/uploads/2026/06/this-is-what-are-normal-aches-pains-of-aging-hero.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260825T183000
DTEND;TZID=UTC:20260825T203000
DTSTAMP:20260115T012342Z
CREATED:20260115T012342Z
LAST-MODIFIED:20260115T012342Z
UID:10000167-1787682600-1787689800@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-4/
LOCATION:Rockwell’s at the Oliver House\, 27 Broadway St.\, Toledo\, OH\, 43604\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2025/12/Untitled-design5.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260827T183000
DTEND;TZID=UTC:20260827T203000
DTSTAMP:20260115T014129Z
CREATED:20260115T014129Z
LAST-MODIFIED:20260115T014129Z
UID:10000168-1787855400-1787862600@citizenadvisory.com
SUMMARY:5 Checkpoints of Retirement Planning Educational Dinner Workshop at Cooper's Hawk Winery
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 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. \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-coopers-hawk-winery-15/
LOCATION:Coopers Hawk\, 4705 Talmadge Green Rd.\, Toledo\, OH\, 43623\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2024/09/coopers-hawk.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260901T183000
DTEND;TZID=UTC:20260901T203000
DTSTAMP:20260115T014229Z
CREATED:20260114T233709Z
LAST-MODIFIED:20260115T014229Z
UID:10000127-1788287400-1788294600@citizenadvisory.com
SUMMARY:Principles of Retirement Planning Educational Dinner Workshop at Claude's Bistro & Bar
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-claudes-bistro-bar/
LOCATION:Claude’s Bistro & Bar\, 5103 Levis Commons Blvd.\, Perrysburg\, OH\, 43551\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2024/11/Heading1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260902T100000
DTEND;TZID=UTC:20260902T113000
DTSTAMP:20260707T195221Z
CREATED:20260707T195220Z
LAST-MODIFIED:20260707T195221Z
UID:10000211-1788343200-1788348600@citizenadvisory.com
SUMMARY:Toledo Zoo Senior Discovery Day's Group Walk with CAG (Complimentary)
DESCRIPTION:Join the Citizen Advisory Group for a complimentary one-hour guided walk through the Toledo Zoo. This relaxed group experience offers participants the opportunity to explore various exhibits\, learn about the zoo’s diverse animal collection\, and enjoy up-close encounters with wildlife in a welcoming\, small-group environment. \nThe CAG team will lead you through carefully selected areas of the zoo\, sharing interesting facts about the animals and their habitats while ensuring a comfortable pace for all participants. Whether you’re a longtime zoo enthusiast or discovering it for the first time\, this program provides an engaging way to connect with nature and fellow participants. \nMeet at the front gate on Anthony Wayne Trail (2 Hippo Way) at 10:00AM. \nRSVP at citizenadvisory.com/rsvp or by calling the CAG office at 419-872-0204. \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/toledo-zoo-senior-discovery-days-group-walk-with-cag-complimentary-3/
LOCATION:The Toledo Zoo\, 2 Hippo Way\, Toledo\, OH\, 43609\, United States
CATEGORIES:Retire Well Events
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2026/07/RW-Zoo-Walk-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260903T183000
DTEND;TZID=UTC:20260903T203000
DTSTAMP:20260115T014323Z
CREATED:20260115T014323Z
LAST-MODIFIED:20260115T014323Z
UID:10000169-1788460200-1788467400@citizenadvisory.com
SUMMARY:5 Checkpoints of Retirement Planning Educational Dinner Workshop at Final Cut Steakhouse at the Hollywood Casino
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 Final Cut Steakhouse at the Hollywood Casino 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-final-cut-steakhouse-at-the-hollywood-casino-17/
LOCATION:Final Cut Steak & Seafood\, 1968 Miami St.\, Toledo\, OH\, 43605\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2024/09/final-cut.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260910T180000
DTEND;TZID=America/Detroit:20260910T193000
DTSTAMP:20260722T192638Z
CREATED:20260722T192558Z
LAST-MODIFIED:20260722T192638Z
UID:10000213-1789063200-1789068600@citizenadvisory.com
SUMMARY:2026 Halftime Report Presentation at BGSU Levis Commons (Complimentary)
DESCRIPTION:JOIN US FOR AN EXCLUSIVE EVENT TO HEAR FROM KEY MEMBERS FROM OUR INVESTMENT TEAM. THIS PANEL WILL ADDRESS QUESTIONS AND TOPICS RELATED TO: \n\nGeopolitics & Markets: How is continued turmoil in the Middle East affecting energy prices\, inflation\, global markets\, and the economic outlook?\nFederal Reserve: How are recent changes at the Federal Reserve shaping monetary policy\, interest rates\, and the investment landscape?Inflation: Is the recent re-acceleration in inflation temporary or the beginning of a more persistent challenge for the economy and financial markets?\nLabor Market: What does the current state of the labor market signal about the economy\, Federal Reserve policy\, and the outlook for investors?\n\n\n\n\n\n\nRSVP at citizenadvisory.com/rsvp or by calling the CAG office at 419-872-0204. \n\n\n\n\n\n\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/2026-halftime-report-presentation-at-bgsu-levis-commons-complimentary/
LOCATION:BGSU Levis Commons\, 1655 N Wilkinson Way\, Perrysburg\, OH\, 43551\, United States
CATEGORIES:Retire Well Events
ATTACH;FMTTYPE=image/jpeg:https://citizenadvisory.com/wp-content/uploads/2026/07/CAG_HalftimeReport_20260721_ForPrint_Page_1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260915T183000
DTEND;TZID=UTC:20260915T203000
DTSTAMP:20260115T014522Z
CREATED:20260115T014522Z
LAST-MODIFIED:20260115T014522Z
UID:10000170-1789497000-1789504200@citizenadvisory.com
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 at Claude’s Bistro & Bar in Perrysburg\, 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-claudes-bistro-bar-6/
LOCATION:Claude’s Bistro & Bar\, 5103 Levis Commons Blvd.\, Perrysburg\, OH\, 43551\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2025/11/Untitled-design9-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260917T183000
DTEND;TZID=UTC:20260917T203000
DTSTAMP:20260721T192456Z
CREATED:20260115T014616Z
LAST-MODIFIED:20260721T192456Z
UID:10000171-1789669800-1789677000@citizenadvisory.com
SUMMARY:5 Checkpoints of Retirement Planning Educational Dinner Workshop at Mancy's Steakhouse Toledo
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 Mancy’s Steakhouse 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-final-cut-steakhouse-at-the-hollywood-casino-18/
LOCATION:Mancy’ Steakhouse Toledo\, 953 Phillips Ave.\, Toledo\, Ohio\, 43612\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2026/01/mancys-logo.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20260929T183000
DTEND;TZID=UTC:20260929T203000
DTSTAMP:20260721T192805Z
CREATED:20260115T014737Z
LAST-MODIFIED:20260721T192805Z
UID:10000172-1790706600-1790713800@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\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-7/
LOCATION:Claude’s Bistro & Bar\, 5103 Levis Commons Blvd.\, Perrysburg\, OH\, 43551\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2026/01/Copy-of-Copy-of-Copy-of-EVENT-IS-FULL.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20261001T183000
DTEND;TZID=UTC:20261001T203000
DTSTAMP:20260115T014820Z
CREATED:20260115T014820Z
LAST-MODIFIED:20260115T014820Z
UID:10000173-1790879400-1790886600@citizenadvisory.com
SUMMARY:Principles of Retirement Planning Educational Dinner Workshop at Final Cut Steakhouse at the Hollywood Casino
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-2/
LOCATION:Final Cut Steak & Seafood\, 1968 Miami St.\, Toledo\, OH\, 43605\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2024/09/final-cut.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20261006T183000
DTEND;TZID=UTC:20261006T203000
DTSTAMP:20260115T014924Z
CREATED:20260115T014924Z
LAST-MODIFIED:20260115T014924Z
UID:10000174-1791311400-1791318600@citizenadvisory.com
SUMMARY:Principles Retirement Planning Educational Dinner Workshop at Mancy's Steakhouse in Findlay
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-retirement-planning-educational-dinner-workshop-at-mancys-steakhouse-in-findlay-4/
LOCATION:Mancy’s Steakhouse at the Hancock Hotel\, 631 S Main St.\, Findlay\, OH\, 45840\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2024/09/mancys-update.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261007T110000
DTEND;TZID=America/Detroit:20261007T123000
DTSTAMP:20260722T184304Z
CREATED:20260521T170754Z
LAST-MODIFIED:20260722T184304Z
UID:10000199-1791370800-1791376200@citizenadvisory.com
SUMMARY:Archery Class at Maumee Bay State Park (Complimentary)
DESCRIPTION:Have you ever watched an archer draw back a bow and thought\, “I’d love to try that”? Now’s your chance! Join us for a one-of-a-kind morning at the Maumee Bay Archery Range where beginners and curious minds are not just welcome — they’re exactly who this experience is designed for. \nBefore anyone picks up a bow\, NASP (National Archery in the Schools Program) Trained Naturalists will walk the group through a thorough introduction to archery and an important safety discussion\, so you’ll feel confident and comfortable from the very start. From there\, our expert guides will provide hands-on instruction\, helping you find your footing\, your form\, and eventually — your target. \nOnce you’ve got the basics down\, it’s time to step up to the range and put your new skills to the test! Whether you’re a first-time archer working on simply hitting the target or a natural talent dialing in your accuracy\, the experience is as fun and rewarding as you make it. Expect plenty of laughs\, a little friendly competition\, and maybe even a new hobby you didn’t know you needed. \nNo experience is necessary — just bring your enthusiasm and a willingness to try something new. This is a wonderful opportunity to enjoy the great outdoors\, learn a timeless skill\, and share a memorable morning with fellow CAG clients and friends. \n\nRSVP at citizenadvisory.com/rsvp or by calling the CAG office at 419-872-0204. \n\n\n\n\n\n\n\n\n\n\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/archery-class-at-maumee-bay-state-park-on-wednesday-october-7th-at-11am/
LOCATION:Maumee Bay State Park\, 1400 State Park Rd.\, Oregon\, Ohio\, 43616
CATEGORIES:Retire Well Events
ATTACH;FMTTYPE=image/jpeg:https://citizenadvisory.com/wp-content/uploads/2026/05/archery.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20261008T183000
DTEND;TZID=UTC:20261008T203000
DTSTAMP:20260115T015017Z
CREATED:20260115T015017Z
LAST-MODIFIED:20260115T015017Z
UID:10000175-1791484200-1791491400@citizenadvisory.com
SUMMARY:5 Checkpoints of Retirement Planning Educational Dinner Workshop at Mancy's Steakhouse in Findlay
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 Mancy’s Steakhouse at the Hancock Hotel in Findlay\, 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-mancys-steakhouse-in-findlay-6/
LOCATION:Mancy’s Steakhouse at the Hancock Hotel\, 631 S Main St.\, Findlay\, OH\, 45840\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2024/09/mancys-update.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20261013T183000
DTEND;TZID=UTC:20261013T203000
DTSTAMP:20260115T015051Z
CREATED:20260115T015051Z
LAST-MODIFIED:20260115T015051Z
UID:10000176-1791916200-1791923400@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-5/
LOCATION:Rockwell’s at the Oliver House\, 27 Broadway St.\, Toledo\, OH\, 43604\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2025/12/Untitled-design5.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20261014T100000
DTEND;TZID=UTC:20261014T113000
DTSTAMP:20260707T195648Z
CREATED:20260707T195648Z
LAST-MODIFIED:20260707T195648Z
UID:10000208-1791972000-1791977400@citizenadvisory.com
SUMMARY:Toledo Zoo Senior Discovery Day's Group Walk with CAG (Complimentary)
DESCRIPTION:Join the Citizen Advisory Group for a complimentary one-hour guided walk through the Toledo Zoo. This relaxed group experience offers participants the opportunity to explore various exhibits\, learn about the zoo’s diverse animal collection\, and enjoy up-close encounters with wildlife in a welcoming\, small-group environment. \nThe CAG team will lead you through carefully selected areas of the zoo\, sharing interesting facts about the animals and their habitats while ensuring a comfortable pace for all participants. Whether you’re a longtime zoo enthusiast or discovering it for the first time\, this program provides an engaging way to connect with nature and fellow participants. \nMeet at the front gate on Anthony Wayne Trail (2 Hippo Way) at 10:00AM. \nRSVP at citizenadvisory.com/rsvp or by calling the CAG office at 419-872-0204. \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/toledo-zoo-senior-discovery-days-group-walk-with-cag-complimentary/
LOCATION:The Toledo Zoo\, 2 Hippo Way\, Toledo\, OH\, 43609\, United States
CATEGORIES:Retire Well Events
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2026/07/RW-Zoo-Walk-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20261015T183000
DTEND;TZID=UTC:20261015T203000
DTSTAMP:20260115T015215Z
CREATED:20260115T015215Z
LAST-MODIFIED:20260115T015215Z
UID:10000177-1792089000-1792096200@citizenadvisory.com
SUMMARY:5 Checkpoints of Retirement Planning Educational Dinner Workshop at Cooper's Hawk Winery
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 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. \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-coopers-hawk-winery-16/
LOCATION:Coopers Hawk\, 4705 Talmadge Green Rd.\, Toledo\, OH\, 43623\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2024/09/coopers-hawk.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20261103T183000
DTEND;TZID=UTC:20261103T203000
DTSTAMP:20260115T020640Z
CREATED:20260115T020640Z
LAST-MODIFIED:20260115T020640Z
UID:10000180-1793730600-1793737800@citizenadvisory.com
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
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2025/11/Untitled-design9.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261104T110000
DTEND;TZID=America/Detroit:20261104T123000
DTSTAMP:20260722T184341Z
CREATED:20260521T172844Z
LAST-MODIFIED:20260722T184341Z
UID:10000200-1793790000-1793795400@citizenadvisory.com
SUMMARY: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! \n\nRSVP at citizenadvisory.com/rsvp or by calling the CAG office at 419-872-0204. \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
ATTACH;FMTTYPE=image/jpeg:https://citizenadvisory.com/wp-content/uploads/2026/05/635226231_1387108183213329_8657212864852794930_n.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20261105T183000
DTEND;TZID=UTC:20261105T203000
DTSTAMP:20260115T020831Z
CREATED:20260115T020831Z
LAST-MODIFIED:20260115T020831Z
UID:10000181-1793903400-1793910600@citizenadvisory.com
SUMMARY:5 Checkpoints of Retirement Planning Educational Dinner Workshop at Final Cut Steakhouse at the Hollywood Casino
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 Final Cut Steakhouse at the Hollywood Casino 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-final-cut-steakhouse-at-the-hollywood-casino-19/
LOCATION:Final Cut Steak & Seafood\, 1968 Miami St.\, Toledo\, OH\, 43605\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/png:https://citizenadvisory.com/wp-content/uploads/2024/09/final-cut.png
END:VEVENT
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:20260721T193008Z
CREATED:20260115T022146Z
LAST-MODIFIED:20260721T193008Z
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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