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X-WR-CALDESC:Events for Citizen Advisory Group
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DTSTART:20230101T000000
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BEGIN:VEVENT
DTSTART;TZID=UTC:20260505T183000
DTEND;TZID=UTC:20260505T203000
DTSTAMP:20260114T222432Z
CREATED:20260114T222432Z
LAST-MODIFIED:20260114T222432Z
UID:10000151-1778005800-1778013000@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-3/
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:20260312T183000
DTEND;TZID=UTC:20260312T203000
DTSTAMP:20251213T012726Z
CREATED:20251213T012132Z
LAST-MODIFIED:20251213T012726Z
UID:10000140-1773340200-1773347400@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-2/
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:20260210T183000
DTEND;TZID=UTC:20260210T203000
DTSTAMP:20260113T235700Z
CREATED:20251213T010857Z
LAST-MODIFIED:20260113T235700Z
UID:10000134-1770748200-1770755400@citizenadvisory.com
SUMMARY:Principles of Retirement Planning Educational Dinner Workshop at Rockwell's at the Oliver House
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/5-checkpoints-of-retirement-planning-educational-dinner-workshop-at-rockwells-at-the-oliver-house/
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:20251209T183000
DTEND;TZID=UTC:20251209T203000
DTSTAMP:20250508T174554Z
CREATED:20250508T174554Z
LAST-MODIFIED:20250508T174554Z
UID:10000104-1765305000-1765312200@citizenadvisory.com
SUMMARY:Principles of Retirement Planning Educational Dinner Workshop at Rockwell's at the Oliver House
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-rockwells-at-the-oliver-house-9/
LOCATION:Rockwell’s at the Oliver House\, 27 Broadway St.\, Toledo\, OH\, 43604\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/jpeg:https://citizenadvisory.com/wp-content/uploads/2024/09/Rockwells-new.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20251118T183000
DTEND;TZID=UTC:20251118T203000
DTSTAMP:20250508T174422Z
CREATED:20250508T174422Z
LAST-MODIFIED:20250508T174422Z
UID:10000103-1763490600-1763497800@citizenadvisory.com
SUMMARY:Principles of Retirement Planning Educational Dinner Workshop at Rockwell's at the Oliver House
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-rockwells-at-the-oliver-house-8/
LOCATION:Rockwell’s at the Oliver House\, 27 Broadway St.\, Toledo\, OH\, 43604\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/jpeg:https://citizenadvisory.com/wp-content/uploads/2024/09/Rockwells-new.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20251014T183000
DTEND;TZID=UTC:20251014T203000
DTSTAMP:20250508T174737Z
CREATED:20250508T174737Z
LAST-MODIFIED:20250508T174737Z
UID:10000105-1760466600-1760473800@citizenadvisory.com
SUMMARY:Principles of Retirement Planning Educational Dinner Workshop at Rockwell's at the Oliver House
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-rockwells-at-the-oliver-house-10/
LOCATION:Rockwell’s at the Oliver House\, 27 Broadway St.\, Toledo\, OH\, 43604\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/jpeg:https://citizenadvisory.com/wp-content/uploads/2024/09/Rockwells-new.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250916T183000
DTEND;TZID=UTC:20250916T203000
DTSTAMP:20250508T172634Z
CREATED:20250508T172634Z
LAST-MODIFIED:20250508T172634Z
UID:10000082-1758047400-1758054600@citizenadvisory.com
SUMMARY:Principles of Retirement Planning Educational Dinner Workshop at Rockwell's at the Oliver House
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-rockwells-at-the-oliver-house-7/
LOCATION:Rockwell’s at the Oliver House\, 27 Broadway St.\, Toledo\, OH\, 43604\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/jpeg:https://citizenadvisory.com/wp-content/uploads/2024/09/Rockwells-new.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250812T183000
DTEND;TZID=UTC:20250812T203000
DTSTAMP:20250508T172556Z
CREATED:20250508T172556Z
LAST-MODIFIED:20250508T172556Z
UID:10000081-1755023400-1755030600@citizenadvisory.com
SUMMARY:Principles of Retirement Planning Educational Dinner Workshop at Rockwell's at the Oliver House
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-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/jpeg:https://citizenadvisory.com/wp-content/uploads/2024/09/Rockwells-new.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250722T183000
DTEND;TZID=UTC:20250722T203000
DTSTAMP:20250508T171808Z
CREATED:20250211T231506Z
LAST-MODIFIED:20250508T171808Z
UID:10000073-1753209000-1753216200@citizenadvisory.com
SUMMARY:Principles of Retirement Planning Educational Dinner Workshop at Rockwell's at the Oliver House
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-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
ATTACH;FMTTYPE=image/jpeg:https://citizenadvisory.com/wp-content/uploads/2024/09/Rockwells-new.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250408T183000
DTEND;TZID=UTC:20250408T203000
DTSTAMP:20250211T213939Z
CREATED:20250211T213939Z
LAST-MODIFIED:20250211T213939Z
UID:10000063-1744137000-1744144200@citizenadvisory.com
SUMMARY:Principles of Retirement Planning Educational Dinner Workshop at Rockwell's at the Oliver House
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-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/jpeg:https://citizenadvisory.com/wp-content/uploads/2024/09/Rockwells-new.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250318T183000
DTEND;TZID=UTC:20250318T203000
DTSTAMP:20241228T004848Z
CREATED:20241228T004848Z
LAST-MODIFIED:20241228T004848Z
UID:10000047-1742322600-1742329800@citizenadvisory.com
SUMMARY:Principles of Retirement Planning Educational Dinner Workshop at Rockwell's at the Oliver House
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-rockwells-at-the-oliver-house-3/
LOCATION:Rockwell’s at the Oliver House\, 27 Broadway St.\, Toledo\, OH\, 43604\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/jpeg:https://citizenadvisory.com/wp-content/uploads/2024/09/Rockwells-new.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250204T183000
DTEND;TZID=UTC:20250204T203000
DTSTAMP:20241210T212703Z
CREATED:20241210T212703Z
LAST-MODIFIED:20241210T212703Z
UID:10000039-1738693800-1738701000@citizenadvisory.com
SUMMARY:Principles of Retirement Planning Educational Dinner Workshop at Rockwell's at the Oliver House
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-rockwells-at-the-oliver-house-2/
LOCATION:Rockwell’s at the Oliver House\, 27 Broadway St.\, Toledo\, OH\, 43604\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/jpeg:https://citizenadvisory.com/wp-content/uploads/2024/09/Rockwells-new.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20250114T183000
DTEND;TZID=UTC:20250114T203000
DTSTAMP:20241205T231039Z
CREATED:20241205T230323Z
LAST-MODIFIED:20241205T231039Z
UID:10000035-1736879400-1736886600@citizenadvisory.com
SUMMARY:Principles of Retirement Planning Educational Dinner Workshop at Rockwell's at the Oliver House
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-workshop/
LOCATION:Rockwell’s at the Oliver House\, 27 Broadway St.\, Toledo\, OH\, 43604\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/jpeg:https://citizenadvisory.com/wp-content/uploads/2024/09/Rockwells-new.jpg
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BEGIN:VEVENT
DTSTART;TZID=UTC:20241017T183000
DTEND;TZID=UTC:20241017T203000
DTSTAMP:20240927T181437Z
CREATED:20240927T181437Z
LAST-MODIFIED:20240927T181437Z
UID:10000009-1729189800-1729197000@citizenadvisory.com
SUMMARY:Principles of Retirement Planning Presented by Pete Samenuk
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-presented-by-pete-samenuk-3/
LOCATION:Rockwell’s at the Oliver House\, 27 Broadway St.\, Toledo\, OH\, 43604\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/jpeg:https://citizenadvisory.com/wp-content/uploads/2024/09/Rockwells-new.jpg
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BEGIN:VEVENT
DTSTART;TZID=UTC:20241008T183000
DTEND;TZID=UTC:20241008T203000
DTSTAMP:20240926T223748Z
CREATED:20240926T223748Z
LAST-MODIFIED:20240926T223748Z
UID:10000003-1728412200-1728419400@citizenadvisory.com
SUMMARY:6 Checkpoints of Retirement Planning Presented by Jeff Bucher
DESCRIPTION:6 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 Steakhouse in Toledo\, 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. \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/6-checkpoints-of-retirement-planning-presented-by-jeff-bucher/
LOCATION:Rockwell’s at the Oliver House\, 27 Broadway St.\, Toledo\, OH\, 43604\, United States
CATEGORIES:Educational Dinner Seminars
ATTACH;FMTTYPE=image/jpeg:https://citizenadvisory.com/wp-content/uploads/2024/09/Rockwells-new.jpg
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