Posts Tagged: Asset Preservation

The Lloyd Group, Inc. to Host Free Informational Retirement and Estate Planning Workshop

Posted by in The Lloyd Group.

Mark Lloyd

SUWANEE, Ga., September 16, 2010 –– Retiree’s and those approaching retirement are invited to attend an educational retirement and estate planning workshop hosted by The Lloyd Group, Inc., a retirement planning and asset preservation firm based in Suwanee. The workshop will be offered Thursday, September 23, at 11 a.m. or 6 p.m. at the Bethesda… Read more »

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

Posted by in Legacy of America, Inc..

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 »

The Lloyd Group, Inc. to Host Informational VA Benefit Seminar at Garden Plaza Senior Living Community

Posted by in The Lloyd Group.

Mark Lloyd

LAWRENCEVILLE, Ga., March 29, 2010—Retired veterans and their families are invited to attend an educational seminar titled “VA Benefits: What you need to know” hosted by The Lloyd Group, Inc., a retirement planning and asset preservation firm based in Suwanee. The seminar will be offered on Wednesday, March 31, at 4 p.m. at Garden Plaza… Read more »

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

Posted by in Legacy of America, Inc..

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 »

The Lloyd Group, Inc. to Host Informational VA Benefit Workshop at Brookside Senior Living Community

Posted by in The Lloyd Group.

Mark Lloyd

BUFORD, Ga., March 3, 2010—Retired veterans and their families are invited to attend an educational seminar titled “VA Benefits: What you need to know” hosted by The Lloyd Group, Inc., a retirement planning and asset preservation firm based in Suwanee. The seminar will be offered at 6 p.m. on Thursday, March 11, at Brookside Senior… Read more »

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

Posted by in Legacy of America, Inc..

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

Posted by in Legacy of America, Inc..

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

Posted by in Legacy of America, Inc..

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 »

Legacy of America, Inc. to Host Educational Program Entitled “Retiring Happily Ever After: Is It Possible?

Posted by in Legacy of America, Inc..

PatMitchell Off…s022608 060

AUBURN HILLS, Mich., January 2, 2009… Retirees and those approaching retirement are invited to attend an educational program titled ”Retiring Happily Ever After: Is it Possible?” hosted by Legacy of America, Inc., a retirement planning and asset preservation firm based in Auburn Hills, at Lelli’s in Auburn Hills. The program will be offered at 11… Read more »