Off the Record Events

Off the Record Evening Sessions: Fall 2014

In Events, October 2014, Steward Articles by Adam Cufr

The next series of Evening Sessions is here!

Beginning October 23rd, we will host five educational sessions every other Thursday at 5:30 in our office. The sessions are based on content contained in Adam’s book: OFF THE RECORD – Secrets to Building a Successful Retirement and a Lasting Legacy.


recordSESSION 1
Thursday, October 23rd

Three Income Planning Strategies
In session one, we’ll compare methods of converting your nest egg into a consistent and reliable lifetime income.


recordSESSION 2

Thursday, November 6th

Long Term Care Funding Options
Learn how to fund nursing care without paying thousands per year in insurance premiums.


recordSESSION 3
Thursday, November 20th

Social Security Claiming Strategies
Knowing when to file for benefits may be one of the most important retirement planning decisions you ever make.


recordSESSION 4
Thursday, December 4th

NEW! Tax Savings Strategies in Retirement Planning
After decades of saving money inside tax-advantaged retirement accounts, getting the money out in a tax-efficient manner is no easy task. Learn the methods for minimizing unnecessary taxes during retirement.


recordSESSION 5
Thursday, December 18th

Inflation-Fighting Strategies
$8 per gallon gas? Find out how to prepare and prosper.

Call NowEach 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: or (419) 931-0704

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