LEGACY PLANNING FOR YOUR RETIREMENT


A COMPLIMENTARY Dinner & Educational Event On Legacy Planning For Pre-Retirees & Retirees

LEARN HOW TO RETIRE IN CONFIDENCE!

Join Us For A Complimentary Dinner And An Evening Focused On Keeping Your Retirement On Track Using Proven Strategies.

Retirement looks different in 2026. New tax rules, rising healthcare costs, and shifting markets mean the strategies that worked five years ago may not work today. This evening will help you stay ahead of it.

One Evening Could Give You The Clarity And Confidence To Take The Next Step.

WHAT YOU'LL LEARN

  • How recent tax changes could impact your retirement income and Social Security benefits

  • Healthcare costs are climbing, how to prepare before they affect your savings.

  • Explore options of strategies designed to lock-in your tax savings before possible hikes.

  • Building a retirement income strategy that holds up through market ups and downs.

  • How to help preserve capital, diversify your portfolio & reallocate your assets according to your family’s unique needs.

  • Protecting what you've built so it lasts and transfers on your terms.

  • And much more critical information you should know!

RESERVE YOUR SEAT


Join us for a COMPLIMENTARY Dinner And Educational event focused on legacy planning for your retirement.

Spaces Are Limited, Register By May 12

To Save Your Seat.

EVENT VENUE:

On May 14th and May 19th

Real Seafood Company Ann Arbor

341 S Main St, Ann Arbor, MI 48104

(Directions)

Event Begins at 6:00 PM

Meet Your Host

Foguth Financial Group guides their clients through the retirement planning process with custom tailored plans designed to withstand whatever the road ahead may hold. We provide the financial guidance and service that retirees and those planning for retirement need to achieve financial independence. We create, grow, protect and preserve wealth. Our goal at Foguth Financial Group is to educate our clients and fellow community members to make informed decisions.

Venue Location


Foguth Financial Group does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Financial advisors and/or those who sell securities or insurance based products may not attend this event. If married, spouses are encouraged to attend. Best suited for people over the age of 55. Events are not sponsored nor endorsed by the restaurant. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the restaurant and its employees.

Foguth disclosure: Advisory services offered through Foguth Wealth Management, LLC (“FWM”), an SEC registered investment advisor (SEC No. 801-128714). FWM’s Form ADV Part 2A and Form ADV Part 3, as well as are available free of charge at https://adviserinfo.sec.gov/. Foguth Financial Group is a trade name used exclusively for marketing purposes, is commonly owned and operated, and is not a registered investment advisor. AFE disclosure: Association of Financial Educators the organization, does not offer to sell financial products or promote any one particular company. Though the presenter may mention specific financial instruments and their functionality, AFE’s role is only to educate and inspire. AFE only represents the educational workshop - all other endorsements are non-AFE related.