JOIN US FOR A COMPLIMENTARY PRESENTATION

NEW FOR 2025

MONEY MANAGEMENT WORKSHOP FOR SENIORS 50 AND OVER

We're sorry - all events are now closed.

What You'll Learn

  • Is your money in the right places? The top money mistakes that cost people 30-40% in hidden fees, taxes and losses.
  • Four ways to protect your money from Medicaid seizure-nursing homes, probate, nursing homes, & creditors.
  • What happens to your family if something happens to you? The widow/widowers tax/loss of income.
  • How to get the most from Social Security. When to take it and why.
  • Retire sooner with more monthly income for life. The Freedom Account.
  • Ideas to save on your taxes. Creating never taxed money.
  • The 2025 Tax Reform: Prepare now for rising taxes, lower interest rates, and a stock market crash.

Featured Speaker

Anthony Newman

Lifeguard Financial serves Lake and Geauga counties and the Greater Cleveland area. Our mission is to provide those we serve with proven financial strategies, honest advice, and planning that result in financial clarity, security, and overall excellent financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Lifeguard Financial. Our 35+ years of experience will help get and keep you on track. Your success is our success.

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*Adults Over 50 Only. No Repeat Attendees. (Exception: Active Clients) No Agents, Advisors, Accountants. If Married, Spouse Must Attend. Not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency.