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About
Strategic Partners
Services
Planning
Medicare
Events
Contact
Legacy
Client Login

Q1 Lunch and Learn | February 26th

Location

Location TBD

Date

February 26, 2025

Time

12:00 pm - 2:00 pm

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Get In Touch

904.670.0711
info@thelegacyretirementgroup.com
360 Town Plaza Ave. | Suite 340
Ponte Vedra, FL 32081

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The appearances in Kiplinger were obtained through a PR program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger.com. Kiplinger was not compensated in any way. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of The Legacy Retirement Group is stated or implied.

Insurance products are offered through the insurance business The Legacy Retirement Group. The Legacy Retirement Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by The Legacy Retirement Group are not subject to Investment Adviser requirements. 4050910 - 11/24

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Insurance products are offered through the insurance business The Legacy Retirement Group. The Legacy Retirement Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by The Legacy Retirement Group are not subject to Investment Advisor requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 4050910 - 11/24

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