Posts Categorized: Legacy of America, Inc.

Legacy of America, Inc. Launches Free Retirement Planning DVD Series

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Wells DVDs

AUBURN HILLS, Mich., September 14, 2010 — Auburn Hills-based retirement planning and asset preservation firm, Legacy of America, Inc., announced today that it has launched a free educational DVD series titled “Retire Happily Ever After: An Educational DVD Library.” George Wells, president and founder of Legacy of America, Inc. and one of the nation’s leading… Read more »

Legacy of America, Inc. to Host Educational Program Titled “Retiree’s Road to Recovery”

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George Wells

AUBURN HILLS, Mich., September 1, 2010 – Retirees and those approaching retirement are invited to attend an educational program titled “Retiree’s Road to Recovery” hosted by Legacy of America, Inc., a retirement planning and asset preservation firm based in Auburn Hills. The program will be offered at 11 a.m. on Thursday, September 9 at The… Read more »

Legacy of America, Inc. to Host Open House for Grand Opening of New Office Space

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George Wells

AUBURN HILLS, Mich., April 14, 2010 – Auburn Hills-based wealth management and retirement planning firm Legacy of America, Inc. announced today they are hosting an open house to celebrate the grand opening of their new office space. The announcement was made by Legacy of America, Inc. President and Founder George Wells. The event will take… Read more »

Legacy of America, Inc. to Host Educational Workshop Titled “Retiree’s Road to Recovery”

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George Wells

AUBURN HILLS, Mich., March 17, 2010 – Retirees and those approaching retirement are invited to attend an educational program titled “Retiree’s Road to Recovery” hosted by Legacy of America, Inc., a retirement planning and asset preservation firm based in Auburn Hills. The program will be offered at 11 a.m. on Tuesday, March 23 and Thursday,… Read more »

Legacy of America, Inc. to Host Informational VA Benefit Workshop at Sunrise Assisted Living of Rochester

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George Wells

AUBURN HILLS, Mich., February 8, 2010 — Retired veterans and their families are invited to attend an educational seminar titled “VA Benefits: What you need to know” hosted by wealth advisor George Wells, the president and founder of Legacy of America, Inc., a retirement planning and asset preservation firm based in Auburn Hills. The seminar… Read more »

Legacy of America, Inc. Announces the Opening of New Office Space

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Legacy of America, Inc. Team

AUBURN HILLS, Mich., February 5, 2010 — Auburn Hills-based retirement planning and wealth management firm, Legacy of America, Inc. has announced the “Grand Opening” of its new office space. Next door to their former home, the new office is double in size.  Legacy of America, Inc. continues to grow with its focus being on educating… Read more »

Legacy of America, Inc. to Host Program Titled “2010 Automotive Update and Roth IRA Conversions: What You Need to Know Now”

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George Wells

AUBURN HILLS, Mich., February 2, 2010 — Retirees and those approaching retirement are invited to attend an educational program titled “2010 Automotive Update and Roth IRA Conversions: What You Need to Know Now” hosted by Legacy of America, Inc., a retirement planning and asset preservation firm based in Auburn Hills, at the Troy Community Center…. Read more »

Craig Martin Named Activities Director at Legacy of America, Inc.

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Craig Martin

AUBURN HILLS, Mich., August 12, 2009 – Legacy of America, Inc., an Auburn Hills-Mich.-based retirement planning and asset preservation firm, has announced Craig Martin as Activities Director. Firm President and Founder George Wells made the announcement. Martin previously served as new Accounts Manager at Legacy of America, Inc. In this expanded role, Martin will conceptualize,… Read more »

Jeff Davies Joins Legacy of America, Inc. as Director of Operations

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Jeff Davies

AUBURN HILLS, Mich., August 5, 2009 – Legacy of America, Inc., an Auburn Hills, Mich.-based retirement financial specialists, has announced the hiring of Jeff Davies as Director of Operations. Firm President and Founder George Wells made the announcement. As Director of Operations, Davies will be an additional resource to meet client’s needs and oversee office… Read more »

Craig Martin Joins Legacy of America, Inc. as Events Marketing Director

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Craig Martin - Events Marketing Director

AUBURN HILLS, Mich., March 27, 2009 – Legacy of America, Inc., an Auburn Hills-Mich.-based retirement planning and asset preservation firm, has announced the hiring of Craig Martin as events marketing director. Firm President and Founder George Wells made the announcement. Martin will conceptualize and oversee the firm’s ongoing and frequent educational events, client communications initiatives… Read more »