You are cordially invited to join us for a special workshop!

This workshop is designed to inform you about retirement income planning in the year 2018 and beyond. There are little-known strategies that could potentially lower the amount you pay out of pocket for taxes, probate and nursing home costs by thousands of dollars. Please join us to receive this important information at one of our upcoming, complimentary workshops where you will discover strategies that will help you protect your retirement savings!

Workshop Dates & Locations:

We have multiple upcoming dates and locations for your convenience!

Thursday, November 8, 2018 at 10:00 a.m. Northwest Library - 2280 Hard Rd. Columbus, OH 43235  

Tuesday, November 13, 2018 at 10:00 a.m. Columbia Heights United Methodist Church - 775 Galloway Rd. Galloway, OH 43119

Wednesday, November 14, 2018 at 10:00 a.m. Marysville Church of Christ - 18077 SR 31 Marysville, OH 43040

Wednesday, November 28, 2018 at 2:00 p.m. Columbus Metropolitan Library - New Albany Branch - 200 Market St, New Albany, OH 43054

Thursday, November 29, 2018 at 10:00 a.m. Columbus Metropolitan Library - Gahanna Branch - 310 Granville St, Columbus, OH 43230 

Workshop Topics Include:

  • Additional options for protecting your assets from terminal illness and nursing home costs without purchasing Long Term Care insurance
  • Understanding the Expanded Estate Recovery Law (government liens placed on seniors' real estate)
  • Potentially lowering your income taxes and strategies to avoid or reduce capital gains taxes
  • Possible sources for additional income to help with expenses such as at home and assisted living care
  • Longevity & inflation - how to potentially avoid outliving your retirement savings dollars
  • Learning about "spend down"
  • Avoiding probate and excess taxation when gifting assets to children
  • Understanding the Deficit Reduction Act of 2005
  • Understanding the biggest potential risks in retirement and how to avoid them

Please join us to receive this important information and a complimentary copy of our Senior Survival Guide. 


James D. Zifer, Jr., Financial Planner Specializing in Estate Preservation

Serving hundreds of Ohio families in protecting their retirement savings.





Preferred Planning Services (PPS) in New Albany, Ohio, is a retirement income planning firm that specializes in assisting seniors with preserving their assets as they face some of retirement's challenges. Created nearly twenty years ago to provide seniors with an opportunity to receive quality, timely information about managing and protecting their retirement income, we are committed to answering your questions concerning: Proper Asset Division, Gifting, Long Term Care, Medicaid Rules, Retirement Income Planning and Care Planning Strategies. 



Advisory services offered through Change Path, LLC an investment advisor. Preferred Planning Services and Change Path, LLC are not affiliated. Preferred Planning Services does not provide tax or legal advice. Licensed Insurance Professional.

By providing your information, you give consent to be contacted about the possible sale of an insurance, securities or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit