Identity Marketing & Public Relations » Legacy of America, Inc.

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

scollica — Tue, 14 Sep 2010 14:27:43 +0000

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 retirement experts, is featured on the DVDs explaining a variety of successful retirement planning strategies, including income planning, income tax management, 401k rollovers, Roth IRA conversions and Veterans Affairs benefits.

“Ensuring long term financial security is a major concern for many retirees and those approaching retirement,” said Wells. “I created the ‘Happily Ever After’ DVD library to empower retirees to gain a strong knowledge of how to successfully manage their assets in a simple, easy-to-understand way. The most outstanding part of all is that they have access to this trusted information right from the comfort of their own homes.”

The DVDs are free and can be shipped directly. For more information, or to request a copy of “Retire Happily Ever After: An Educational DVD Library,” call toll-free 1-800-581-6855 or visit www.legacyofamerica.com.

About Legacy of America, Inc.

George Wells, founder and president of Auburn Hills-based Legacy of America, Inc. is one of the nations leading experts on IRA planning. Wells is a financial advisory specialist who is frequently called on by local and national public media for his expertise in retirement planning. He frequently holds educational programs for consumers and professionals to teach the “little known rules” about asset protection and retirement planning. To learn more, please contact Legacy of America, Inc. at 1-800-581-6855 or visit www.legacyofamerica.com.

Investment Advisory Services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor.

Click here to view and download a photo of George Wells.

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

scollica — Wed, 01 Sep 2010 14:57:35 +0000

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 Capital Grille in Troy and will be conducted by George Wells, the president and founder of Legacy of America, Inc.

During the presentation, Wells will educate attendees on how to successfully retire happily ever after and determine if they have enough money for retirement, how inflation will change retirement savings during the next 20 years, and how the market’s volatility can affect a standard of living in retirement.

Through a network of committed professionals, Legacy of America, Inc., provides clients with solutions through education in regards to individual retirement accounts, potentially avoiding probate and estate taxes, assisted care solutions, asset protection, wealth management, and income strategies.

The program is complimentary and lunch will be provided, but seating is limited. Reservations are required and can be made by calling toll-free 1-800-581-6855. The Capital Grille is located at 2800 West Big Beaver Road, Troy, MI, 48084 in the Somerset Collection-North.

To view and download a photo of George Wells, click below.

About Legacy of America, Inc.
George Wells, founder and president of Auburn Hills-based Legacy of America, Inc. is one of the nations leading experts on IRA planning. Wells is a financial advisory specialist who is frequently called on by local and national public media for his expertise in retirement planning. He frequently holds educational programs for consumers and professionals to teach the “little known rules” about asset protection and retirement planning. To learn more, please contact Legacy of America, Inc. at 1-800-581-6855 or visit www.legacyofamerica.com.

Investment Advisory Services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor.

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Andrea Trapani
248.258.2333
atrapani@identitypr.com

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

lheil — Mon, 08 Feb 2010 16:02:34 +0000

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 will be offered at 5:30 p.m. on Thursday, February 25, at Sunrise Assisted Living of Rochester.

Wells created the “VA Benefits: What you need to know” workshop after discovering that many wartime veterans are unaware that they may qualify for the Aid and Attendance benefit, a tax-free pension from the Veterans Administration to help veterans and their surviving spouses cover the costs of in care assisted living facilities. In order to be considered for eligibility, a veteran must have served duty for 90 days or more, at least 1 day in active wartime and be over the age of 65. Veterans with spouses who meet the requirements are entitled to a monthly pension of up to $1,949, single veterans $1,644 and surviving widows of veterans $1,056.

During the presentation, Wells will educate attendees about information regarding the Aid and Attendance benefit and provide helpful advice for veterans and their families to determine eligibility, as well as provide specific directives about how to obtain it. Wells will also discuss little known tax rules for 2010 and how they may impact certain individuals.

“The selfless devotion of veterans to our country has allowed us to experience the great freedom we have today,” said Wells. “To thank them for their dedication, it is my mission ensure that veterans and their families have the necessary guidance and information regarding VA benefits and how to obtain them.”

The seminar is complimentary, but seating is limited. Reservations are required and can be made toll-free by calling (800) 581-6855. Sunrise Assisted Living of Rochester is located at 500 East University Drive in Rochester 48307.

To view and download a photo of George Wells, please click below.

About Legacy of America, Inc.

Investment Advisory Services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor.

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Andrea Trapani
248.258.2333
atrapani@identitypr.com

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

lheil — Fri, 05 Feb 2010 14:00:06 +0000

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 to retirees. With the belief that if they give back to the local communities they serve, in return their business will enjoy success, this new office expansion is a representation of how a local company is positioning itself for progress and growth in local, regional and national markets. The new space highlights modern architectural design and décor, including many enjoyable features in the lobby, and spacious conference rooms for client meetings.

“Our new office has allowed us to create a more welcoming space for our clients,” said George Wells, President and Founder of Legacy of America, Inc. “We specifically designed the space with a cozy, home-like atmosphere to provide our clients with a relaxing and enjoyable experience.”

Through a network of committed professionals, Legacy of America, Inc., provides clients with advice on how to get the results they expect in retirement. Legacy of America, Inc. acts as their clients’ Chief Financial Officer allowing them to be equipped to make informed decisions. The firm specializes in matters that concern retirees such as asset protection, wealth management, income strategies, estate taxes, how to potentially avoid probate, and assisted care solutions.

To view and download a photo of the Legacy of America, Inc. team, please click below.

About Legacy of America, Inc.

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Andrea Trapani
248.258.2333
atrapani@identitypr.com

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

lheil — Tue, 02 Feb 2010 16:30:25 +0000

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.

The program will be offered at 2 p.m. on Wednesday, February 24 and will be conducted by George Wells, the President and Founder of Legacy of America, Inc.

During the presentation, Wells will discuss important tax updates for displaced, retired and former automotive workers. Additional information will include details about smart cash flow strategies to manage a buyout package and safe investment options. He will also educate attendees about the Roth IRA conversion as well as the tax implications of converting to a Roth IRA now or later.

“This information is incredibly timely and important to many of our displaced, retired or former auto workers as well as those considering retirement,” said Wells. “The Roth IRA conversion is a new option available as of 2010, so there is specific information that needs to be evaluated when deciding whether or not to convert.”

Through a network of committed professionals, Legacy of America, Inc. provides clients with solutions through education in regards to individual retirement accounts, potentially avoiding probate and estate taxes, assisted care solutions, asset protection, wealth management and income strategies.

The program in complementary, but reservations are required and can be made toll-free by calling (800) 581-6855. The Troy Community Center is located at 3179 Livernois Road in Troy 48083.

To view and download a photo of George Wells, please click below.

Investment Advisory Services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor.

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Andrea Trapani
248.258.2333
atrapani@identitypr.com

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

esabo — Thu, 06 Aug 2009 18:08:30 +0000

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, manage and implement the firm’s frequent educational events, retiree communication initiatives and ongoing community outreach programs.

“Craig makes learning the ‘little known rules for retirement’ fun,” said George Wells. “Craig’s jovial passion for serving and desire to educate strongly represents our mission to help retirees Retiree…Happily Ever After.“

Martin is the proud father of two children; Hannah (5) and Blake (1). He and his wife Trish reside in Royal Oak and are very involved in their church.

Through a network of committed professionals, Legacy of America, Inc., provides retirees with solutions through education in regards to individual retirement accounts, wealth management and income strategies.

Click here to view and download a photo of Craig Martin

About Legacy of America, Inc.

Investment Advisory Services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor.

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Andrea Trapani
248.258.2333
atrapani@identitypr.com

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

esabo — Wed, 05 Aug 2009 15:07:35 +0000

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 operations on a day-to-day basis. Prior to joining Legacy of America, Inc., he served as the regional director for Nexteppe Business Solutions, a startup software company specializing in automotive dealership websites and technology applications.

“We engineer retirees’ financial futures,” comments Wells as he adds yet another engineer to the staff. “Jeff adds strong technical expertise required to manage the complexity of today’s economy. More than ever, retirees want logical, black and white solutions from professionals they can depend on.”

Davies is a 2002 magna cum laude graduate of Michigan Technological University, where he earned his Bachelor of Mechanical Engineering. He received his Master in Mechanical Engineering from the Georgia Institute of Technology. Jeff currently resides in Clarkston with his wife Lindsay.

Click to view and download a photo of Mr. Davies

About Legacy of America, Inc.

Investment Advisory Services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor.

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Andrea Trapani
248.258.2333
atrapani@identitypr.com

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

esabo — Fri, 27 Mar 2009 18:00:51 +0000

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 and community outreach programs.

“We look forward to the value Craig will add to the firm as he actively promotes the education of retirees in the community,” said Wells. “Craig’s goal is to ensure that local retirees are aware and engaged in the vast education Legacy of America, Inc. offers.”

Prior to joining Legacy of America, Inc., Martin was employed by Costco, where he assisted in the training of employees and development of new stores in the Midwest region. Martin resides in Royal Oak.

Click to download a photo of Craig Martin

About Legacy of America, Inc.

Investment Advisory Services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor.

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Andrea Bogos Trapani
248.258.2333
atrapani@identitypr.com

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

esabo — Fri, 02 Jan 2009 20:10:28 +0000

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 a.m. on Tuesday, January 6 and Thursday, January 8 and will be conducted by George Wells, the President and Founder of Legacy of America, Inc.

During the presentation, George Wells will educate attendees on how to successfully retire happily ever after and determine if they have enough money for retirement; how inflation will change retirement savings during the next 20 years; how the market’s volatility can affect a standard of living in retirement.

Click to download a photo of George Wells, president and founder of Legacy of America, Inc.

About Legacy of America, Inc.

Advisory services offered through Envision Investment Advisors, LLC, a Registered Investment Advisory Firm.

MEDIA CONTACT

Andrea Bogos Trapani
248.258.2333
abogos@identitypr.com