December 5, 2023
6:30pm - 8:30pm

Cooper's Hawk Winery & Restaurants, Talmadge Road, Toledo, OH, USA

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During this presentation, we will draw upon our collective knowledge to help you understand today's top retirement concerns and answer some of the most frequently asked questions we've received from our clients.

These timely topics will include:

  • Top 3 pitfalls investors face in retirement and how to prevent or correct them.
  • Opportunities to optimize taxes for retirees and pre-retirees.
  • The biggest retirement planning risks that most financial advisors aren't discussing - and very few are solving.