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Announcing our new Off the Record Evening Sessions

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SESSION 1
Thursday, February 27th

SOCIAL SECURITY CLAIMING STRATEGIES
Knowing when to file for benefits may be one of the most important retirement planning decisions you ever make.

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SESSION 2
Thursday, March 13th

THREE INCOME PLANNING STRATEGIES
Here in session two, we’ll compare methods of converting your nest egg into a lifetime income.

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SESSION 3
Thursday, March 27th

ANNUITIES IN RETIREMENT PLANNING
The good, the bad, the misunderstood – so many types of annuities and so much misinformation; learn to make sense of it all.

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SESSION 4
Thursday, April 10th

WILLS VERSUS TRUSTS
Estate Planning Attorney and contributor to OFF THE RECORD, Richard Chamberlain, shares what you need to know about protecting your assets and your family through wills and trusts.

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SESSION 5
Thursday, April 24th

LONG TERM CARE FUNDING OPTIONS
Learn how to fund nursing care without paying thousands per year in insurance premiums.

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SESSION 6
Thursday, May 8th

INFLATION-FIGHTING STRATEGIES
$8 per gallon gas? Find out how to prepare and prosper.

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Remember the Lunch and Learn Series from last fall?

Well, we’re doing it again, but this time with a twist! Beginning February 27th, we will host six educational sessions every other Thursday at 5:30 in our office. The sessions are based on content contained in Adam’s new book: OFF THE RECORD – Secrets to Building a Successful Retirement and a Lasting Legacy.

Each session will be held in our Perrysburg office with free Panera boxed meals available at 5:15 and sessions beginning at 5:30, ending at 6:30. You are welcome and encouraged to bring guests who may be nearing retirement or recently retired. Space is very limited. We simply ask that you RSVP by 5:00 PM the day before the event so we’ll know how many meals to order.

RSVP: Dave@FourthDimensionFinancial.com or (419) 931-0704

We look forward to seeing you and your guests at these unique learning sessions.
Check out the book website at: www.OffTheRecordRetirement.com