GLEN MILLS, Pa., July 28, 2011—Retirees and pre-retirees of all ages are invited to attend an educational workshop titled “Will I Outlive My Money?,” hosted by Daniel A. White & Associates, a retirement planning firm based in Glen Mills. The program will take place at 5:30 p.m. Wednesday, August 10, Tuesday, August 16 and Thursday, [...]
GLEN MILLS, Pa., June 15, 2011—Retirees and pre-retirees of all ages are invited to attend an educational workshop titled “Will I Outlive My Money?,” hosted by Daniel A. White & Associates, a retirement planning firm based in Glen Mills. The program will take place at 5 p.m. Thursday, July 21 at the Dilworthtown Inn, located [...]
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 [...]
SUWANEE, Ga., January 21, 2010 — Retirees and those approaching retirement are invited to attend an educational seminar titled “Make Your Money Work For You” hosted by The Lloyd Group, Inc., a retirement planning and asset preservation firm based in Suwanee. The seminar will be offered at 11 a.m. and 6 p.m. on Thursday, January [...]
SUWANEE, Ga., January 7, 2010 — Retirees and those approaching retirement are invited to attend an educational seminar titled “Make Your Money Work For You” hosted by The Lloyd Group, Inc., a retirement planning and asset preservation firm based in Suwanee. The seminar will be offered at 11 a.m. and 6 p.m. on Monday, January 11, [...]
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, [...]
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 [...]
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 [...]
