WESTBROOK
COUNTRY
CLUB
1098 Springmill St.
Mansfield, OH 44906
The Speakers
THE AFFINITY GROUP ADVISORS
Scott Lowe
Founder & Financial Planner
Scott entered the financial service industry in 2003 and since then has set out to merge the idea of exceptional client experience and financial planning, left untouched by other firms.
Rick Eicheldinger
Financial Planner, CFP®, EA
Rick plays a lead role with the ongoing support of the firms financial planning clientele, while also directing the firms "community educational workshop" initiatives throughout Northeastern Ohio
Topics for Discussion
Developing an Income Statement
Social Security Planning & Strategy
Tax Reduction Strategies
Medicare Planning
Investment Planning
Estate / Will Planning
0 DAYS TO THE EVENT
Retirement Income Planning 567
FREE, educational workshop to share the changing tax reforms that will impact your retirement. Stay up-to-date with your current retirement plan, and gain strategies for the future.
When
Feb 18, 6:30 PM – 8:00 PM
Where
Westbrook Country Club,
1098 Springmill St, Mansfield, OH 44906, USA