Retirement and Estate Planning Seminar Pitch in Ohio
A Northeast Ohio firm promotes free lunch retirement and estate planning seminars with a local attorney. It touts strategies to reduce taxes on 401k and IRA assets, extend Social Security income to 70, and protect assets, claiming to have saved clients millions and offering free one on one meetings with no obligation.
MENTIONED IN THIS ARTICLE
Ohio
Lorian
Free lunch seminar reveals 6 retirement secrets and protections
Affinity Advisory Network promotes a free lunch seminar outlining six retirement strategies. They claim to eliminate risk and taxes on Social Security, guarantee income, protect assets with asset preservation tools, and point to veteran benefits and long term care coverage, with attorney guidance on probate avoidance.
MENTIONED IN THIS ARTICLE
Ohio
Robert Hall
Affinity Advisory Network, LLC
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