Off the Record Events

Off the Record Evening Sessions: Fall/Winter 2014

In Events, November 2014, Steward Articles by Adam Cufr

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.

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: