RSVP TODAY!  Space is Limited.

Join us for a unique opportunity to learn the latest tips & trends from local retirement planning experts.

You may also RSVP by calling Sarah Bucher at 419-872-0204

If you are planning for retirement,

or have recently retired,

you DON’T want to miss this event!

Registration will include a continental breakfast and lunch, registration fee is $10 per person.

Registration fee will be collected at the door.

All proceeds benefit St. Luke’s Hospital Foundation.

Breakout Session 1- 9:30 a.m.
#1 Medicare Planning: Citizen Advisory Group
#2 Senior Resources: Area Office on Aging

#3 Funeral Planning: Walker Funeral Home
#4 Travel Tips and Ideas: Let's Go! Vacations by Sue, LLC

Breakout Session 2 - 10:00 a.m.
#1 Estates, Wills, and Trusts: Marshall & Melhorn
#2 Home Care: Arista Home Care Solutions
#3 Pharmacy Medication Management: Toledo Family Pharmacy
#4 Custom Meal Planning: YMCA of Greater Toledo

Breakout Session 3 – 10:45 a.m.
#1 Medicare Planning: Citizen Advisory Group
#2 Independent Living: Care Patrol
#3 Moving & Downsizing: Beth Rose Real Estate & Auctions

#4 Healthy Eating through the Ages: YMCA of Greater Toledo

Breakout Session 4 – 11:15 a.m.
#1 Hospital Care Inpatient vs. Outpatient: St. Luke's Hospital
#2 Optimizing Social Security: Citizen Advisory Group
#3 Care Management: Senior Transitions
#4 Cyber Security: Traniaks

Jeff Bucher is the President of Citizen Advisory Group and is committed
to helping area residents retire with confidence. He is a family man who gives back to his community through Cherry Street Mission, the YMCA, Mobile Meals, the Boys and Girls Club and many others. He is a highly sought after motivational speaker and author with practical advice. Jeff will help guide you to maximize your retirement income.  Many factors influence your ability to retire comfortably. Missing just one important element can throw off your entire plan.  Attend Retirement Roadmap to learn from the best retirement experts in Northwest Ohio.

Jeff Bucher

Retirement Checkpoints

www.citizenadvisory.com

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