You have been registered for our upcoming workshop at Westerville Public Library located at 126 S. State Street, Westerville, OH 43081. This event will be held on Tuesday, January 29, 2019 from 1:00 p.m. to 3:00 p.m.
Please arrive 15 minutes early to park, check-in and be seated. Use the social media icons below to share this event with your friends and family.
You will receive an email confirmation with your registration and event details. We will also send you a reminder email prior to the event. If you are unable to attend or would like to add another guest, please notify us at your earliest convenience.
Click on the "Add to Calendar" button below to add this event to your calendar. Click on the event venue to bring up the location in Google Maps.
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.
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 www.ssa.gov.