The next series of Evening Sessions has started!
Beginning October 23rd, we started hosting 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.
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.
$8 per gallon gas? Find out how to prepare and prosper.
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