Retirement Planning Workshops

Join Citizen Advisory Group for an upcoming “Retirement Planning” educational workshop. These events are for anyone who is in or nearing retirement.

 

In or Near Retirement?
You Need a Retirement Planner.

The tools and strategies you needed to climb the Retirement Mountain are different from the ones you’ll need to get down.

WE ARE FOCUSED ON EDUCATION

At Citizen Advisory Group we are committed to helping retirees and pre-retirees Build, Protect and Preserve their assets.  Throughout the year we host many complementary dinner events aimed to educate and provide crucial information for those at or nearing retirement.

Important Topics Covered Include:​

SIX CHECKPOINTS OF RETIREMENT

Are you prepared for all areas of retirement?

THE MARKETS

Will your retirement income come up short if the markets drop sometime during your retirement?

TAXES

What tax bracket will you likely be in during retirement, and how does that influence your financial strategy?

RETIREMENT SAVINGS

How much money will you need to save so that you don’t run out?

SOCIAL SECURITY

How can you maximize your benefits and protect your spouse?

LONGEVITY RISKS

At what age will you likely need assisted care, and how much will it likely cost?

RETIREMENT INCOME

How much money can you take each year? How does that change if the markets decline?

RSVP for an upcoming event by calling the Citizen Advisory Group office at 419-872-0204.

Upcoming Workshops

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Event Series What You Should Know About the Current Tax Environment, Your IRA and 401(K) Presented by Kevin Bucher

What You Should Know About the Current Tax Environment, Your IRA and 401(K) Presented by Kevin Bucher

Rockwell’s Steakhouse 27 Broadway Street, Toledo, OH, United States

𝗪𝗵𝗮𝘁 𝗬𝗼𝘂 𝗦𝗵𝗼𝘂𝗹𝗱 𝗞𝗻𝗼𝘄 𝗔𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗖𝘂𝗿𝗿𝗲𝗻𝘁 𝗧𝗮𝘅 𝗘𝗻𝘃𝗶𝗿𝗼𝗻𝗺𝗲𝗻𝘁, 𝗬𝗼𝘂𝗿 𝗜𝗥𝗔 𝗮𝗻𝗱 𝟰𝟬𝟭(𝗞) 𝗗𝗶𝗻𝗻𝗲𝗿 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻: 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗲𝗱 𝗯𝘆 𝗞𝗲𝘃𝗶𝗻 𝗕𝘂𝗰𝗵𝗲𝗿 𝗔 𝗦𝗣𝗘𝗖𝗜𝗔𝗟 𝗘𝗩𝗘𝗡𝗧 𝗙𝗢𝗥 𝗥𝗘𝗧𝗜𝗥𝗘𝗘𝗦 𝗢𝗥 𝗧𝗛𝗢𝗦𝗘 𝗣𝗟𝗔𝗡𝗡𝗜𝗡𝗚 𝗧𝗢 𝗥𝗘𝗧𝗜𝗥𝗘 𝗦𝗢𝗢𝗡...

Event Series What You Should Know About the Current Tax Environment, Your IRA and 401(K) Presented by Kevin Bucher

What You Should Know About the Current Tax Environment, Your IRA and 401(K) Presented by Kevin Bucher

Urban Pine Winery 3415 Briarfield Blvd., Maumee, OH, United States

𝗪𝗵𝗮𝘁 𝗬𝗼𝘂 𝗦𝗵𝗼𝘂𝗹𝗱 𝗞𝗻𝗼𝘄 𝗔𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗖𝘂𝗿𝗿𝗲𝗻𝘁 𝗧𝗮𝘅 𝗘𝗻𝘃𝗶𝗿𝗼𝗻𝗺𝗲𝗻𝘁, 𝗬𝗼𝘂𝗿 𝗜𝗥𝗔 𝗮𝗻𝗱 𝟰𝟬𝟭(𝗞) 𝗗𝗶𝗻𝗻𝗲𝗿 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻: 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗲𝗱 𝗯𝘆 𝗞𝗲𝘃𝗶𝗻 𝗕𝘂𝗰𝗵𝗲𝗿 𝗔 𝗦𝗣𝗘𝗖𝗜𝗔𝗟 𝗘𝗩𝗘𝗡𝗧 𝗙𝗢𝗥 𝗥𝗘𝗧𝗜𝗥𝗘𝗘𝗦 𝗢𝗥 𝗧𝗛𝗢𝗦𝗘 𝗣𝗟𝗔𝗡𝗡𝗜𝗡𝗚 𝗧𝗢 𝗥𝗘𝗧𝗜𝗥𝗘 𝗦𝗢𝗢𝗡...

Event Series What You Should Know About the Current Tax Environment, Your IRA and 401(K) Presented by Kevin Bucher

What You Should Know About the Current Tax Environment, Your IRA and 401(K) Presented by Kevin Bucher

Urban Pine Winery 3415 Briarfield Blvd., Maumee, OH, United States

𝗪𝗵𝗮𝘁 𝗬𝗼𝘂 𝗦𝗵𝗼𝘂𝗹𝗱 𝗞𝗻𝗼𝘄 𝗔𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗖𝘂𝗿𝗿𝗲𝗻𝘁 𝗧𝗮𝘅 𝗘𝗻𝘃𝗶𝗿𝗼𝗻𝗺𝗲𝗻𝘁, 𝗬𝗼𝘂𝗿 𝗜𝗥𝗔 𝗮𝗻𝗱 𝟰𝟬𝟭(𝗞) 𝗗𝗶𝗻𝗻𝗲𝗿 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻: 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗲𝗱 𝗯𝘆 𝗞𝗲𝘃𝗶𝗻 𝗕𝘂𝗰𝗵𝗲𝗿 𝗔 𝗦𝗣𝗘𝗖𝗜𝗔𝗟 𝗘𝗩𝗘𝗡𝗧 𝗙𝗢𝗥 𝗥𝗘𝗧𝗜𝗥𝗘𝗘𝗦 𝗢𝗥 𝗧𝗛𝗢𝗦𝗘 𝗣𝗟𝗔𝗡𝗡𝗜𝗡𝗚 𝗧𝗢 𝗥𝗘𝗧𝗜𝗥𝗘 𝗦𝗢𝗢𝗡...

Event Series What You Should Know About the Current Tax Environment, Your IRA and 401(K) Presented by Kevin Bucher

What You Should Know About the Current Tax Environment, Your IRA and 401(K) Presented by Kevin Bucher

Final Cut Steak & Seafood 1968 Miami St., Toledo, OH, United States

𝗪𝗵𝗮𝘁 𝗬𝗼𝘂 𝗦𝗵𝗼𝘂𝗹𝗱 𝗞𝗻𝗼𝘄 𝗔𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗖𝘂𝗿𝗿𝗲𝗻𝘁 𝗧𝗮𝘅 𝗘𝗻𝘃𝗶𝗿𝗼𝗻𝗺𝗲𝗻𝘁, 𝗬𝗼𝘂𝗿 𝗜𝗥𝗔 𝗮𝗻𝗱 𝟰𝟬𝟭(𝗞) 𝗗𝗶𝗻𝗻𝗲𝗿 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻: 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗲𝗱 𝗯𝘆 𝗞𝗲𝘃𝗶𝗻 𝗕𝘂𝗰𝗵𝗲𝗿 𝗔 𝗦𝗣𝗘𝗖𝗜𝗔𝗟 𝗘𝗩𝗘𝗡𝗧 𝗙𝗢𝗥 𝗥𝗘𝗧𝗜𝗥𝗘𝗘𝗦 𝗢𝗥 𝗧𝗛𝗢𝗦𝗘 𝗣𝗟𝗔𝗡𝗡𝗜𝗡𝗚 𝗧𝗢 𝗥𝗘𝗧𝗜𝗥𝗘 𝗦𝗢𝗢𝗡...

6 Checkpoints of Retirement Planning Presented by Sean O’Drobinak

Cooper's Hawk Winery & Restaurant 4705 Talmadge Rd., Toledo, OH, United States

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...

 

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.