Looking for information on making your investments more “active”?
Join us while we discuss different concepts around “Actively Managed Money.”

JOIN US

Complimentary Educational Event:
“Actively Managed Money,
What Your Advisor Isn’t Telling You”

  • Menu:
  • Duo-plated entrée with a bacon-wrapped 5oz filet of beef & stuffed Tuscan chicken breast
  • Served with parmesan roasted potatoes & fresh green beans almondine.

Monday, May 12th
6:00pm

at

Heather Downs Country Club:
3910 Heatherdowns Blvd.
Toledo, OH 43614

REGISTER HERE

Active or Passive?

  • Definitions of active and passive investment strategies
  • Visual guide examples on how investments may or may not be impacted by active management
  • Ways to gain more control over risk factors
  • Who decides where your retirement money goes?

Income Strategies

  • Mitigating risk and balancing income needs
  • Key factors in establishing retirement income
  • Strategies for managing income sources in retirement
  • Long term versus short term methods

Potential Benefits of Actively Managed Money

  • Why traditional asset allocation doesn’t necessarily work for all
  • Monitoring performance of investments
  • Flexibility in potential level of risk over time
  • Is retirement income impacted by actively managed money?

Risk Management

  • How to have a “realistic time horizon”
  • Strategy for controlling risk (not performance)
  • Active Money Management and risk
  • Strategies and retirement topics surrounding risk management

Registration Is Now Closed.

Call us if you have any questions at (419) 741-4535.

Be our guest for dinner and an informative event!
We’ll see you there.

Call us if you have any questions at (419) 741-4535.

Fill out the form below to join the waitlist:

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Holland, OH Office

1590 Albon Road, Suite 40
Holland, OH 43528

Archbold, OH Office

103 B Degroff Ave.
Archbold, OH 43502

Fremont, OH Office

410 S. Front Street
Fremont, OH 43420

Findlay, OH Office

15271 US 224 East
Findlay, OH 45840

Adrian, MI Office

325 E. Maumee St.
Adrian, MI 49221

Lima, OH Office

315 N. Elizabeth Street
Lima, OH 45801

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This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.

By contacting Senior Planning Estate Services, LLC DBA Legacy Group Planning OH Insurance Lic # 40902, Kim Allen OH Insurance Lic # 758135, Scott Allen OH Insurance Lic # 767132 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

Andrew Pieracini, Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Legacy Group Wealth Management and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold Legacy Group Planning, OH Insurance License #40902, Kim Allen OH Insurance License # 758135, and Scott Allen OH Insurance License #767132.

Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA Legacy Group Wealth Management), a SEC Registered Investment Advisor. Insurance products and services are offered through Legacy Group Planning. Gibbs Wealth Management, LLC (DBA Legacy Group Wealth Management) and Legacy Group Planning are unaffiliated companies. By using this website, you accept our Terms of Use and Privacy Policy. GWM’s investment advisory services are available only to residents of the United States in jurisdictions where GWM is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of GWM’s investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. GWM and GFG are affiliated companies. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

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