This is a complimentary event but you must register.
You’re welcome to bring a guest who would benefit from these insights.
If you have any questions, give us a call at (419) 741-4535.
Complimentary Educational Event!
Monday
July 14th
at 6:00pm
-at-
Heather Downs
Country Club
3910 Heatherdowns Blvd., Toledo, OH 43614
On The Menu: Main Entrée: duo plate of bacon-wrapped beef filet and a Tuscan stuffed chicken breast.
Join us for a special evening focused on helping you understand how your portfolio is managed—and how it responds to market conditions.
Enjoy a delicious dinner, meet with the team, and learn about the advantages of an actively managed strategy that adjusts to market changes.
Navigating the Markets: The Art of Active Money Management
Please Join Us!
What You'll Learn:
The difference between active and passive management
Why adaptability matters in today’s market
How proactive adjustments can protect long-term income and retirement goals
Click here for full securities disclosure.
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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
*Backed by the claims paying ability of the carrier. **Our products offer a reasonable rate of return, over time.
IMPORTANT CONSUMER INFORMATION
By using this website, you accept our Term of Use and Privacy Policy. Information within this website may have been provided by third parties, including images displayed, and, while we believe this information to be accurate, we have not independently verified such information. Investments in securities are not FDIC insured, are not bank guaranteed and may lose value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives, advisory fees, and expenses. Our investment advisory services are designed to assist clients in achieving discrete financial goals, but do not include tax or legal advice. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Nothing on this website constitutes an offer, solicitation of an offer, or advice to buy or sell securities.
Investment advisory services are offered through Gibbs Wealth Management, LLC (“GWM”), an SEC Registered Investment Adviser. GWM and investment advisor representatives only transact business in states where they are properly registered or are excluded or exempted from registration requirements. Insurance products are offered through Senior Planning Estate Services, LLC DBA Legacy Group Planning. GWM and Legacy Group Planning are independent from each other.