Client Planning and Investment Summit Hosted by Greg Taylor

Join Greg Taylor of Legacy Retirement Group for an exclusive Investment Summit featuring topics in investment strategy, tax planning, and elder law. This event will equip you with essential knowledge for your financial future.  We will serve a light lunch for the morning session and Hors d'oeuvres for the Evening session. Join us for a private Stadium Field tour following the sessions.

Event Details

• Date: Tuesday, August 13th
• Time:10:30 AM or 6:30 PM
• Location: Ohio Stadium - Recruit Room Gate 32 (411 Woody Hayes Dr., Columbus, OH 43210)

Special Guests

• Darren Leavitt, Chief Investment Strategist

  • Insights on market trends and investment opportunities.

• Glenn Harper and Julie Smith, Pure Tax

  • Strategies to minimize tax liabilities and optimize tax planning.

• William Browning, Certified Elder Law Attorney

  • Guidance on elder law, asset protection, and estate planning.