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January 26th at 11 AM at Cousino's in Oregon, Ohio.
January 31st at 11 AM at Cousino's in Oregon, Ohio.
February 2nd at 4:30 PM at The Pinnacle in Maumee, Ohio.
February 7th at 4:30 PM at Mancy's Italian in Sylvania, Ohio.
Come join The Retirement Guys, featured in the Toledo Free Press, Financial Talk Show Hosts and
Investment Professionals, Nolan Baker and Mark Clair. We’d like you to be our guest for a
retirement workshop. This exclusive event has been designed especially for local
residents that are between 55 and 75 years old. It covers important topics that are critical in
retirement. We’ll talk about the real issues affecting retirees, things such as protecting your
nest egg, minimizing taxes, and maximizing your income.
Our workshop isn’t yesterday’s news! It’s filled with the latest strategies and techniques that
retirees can use today. We understand that it is difficult to keep up with the ever-changing rules
and laws affecting taxes, medical benefits, and retirement income. We’ll review these items and
others that may affect you including:
1. How to get control of your investment accounts in today’s markets!
2. Why many retirees buy long term care insurance when they don’t have to.
3. How to let your kid’s adapt your IRA after you die.
4. One thing you can do now to allow your IRA to grow tax free.
5. How to reduce or eliminate the taxes you pay.
6. What to do now with your living trusts under the new tax laws.
Our workshop is 100% educational and you are under no cost or obligation whatsoever. You are entitled
to bring up to 3 guests with you. If married, bring your spouse and invite two additional adult
guests whom you feel would benefit from this workshop.
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