Lighthouse Financial Group, LLC

Educational Seminar: Social Security
2022-02-24 18:00 - 19:00 (America/New_York) | The Armstrong Center, 13040 Abercorn St, Savannah, GA, 31419, United States
One of the most important decisions you need to make before you retire is when to claim Social Security benefits.
Many retirees apply for Social Security before reaching full retirement age. By doing so, they may significantly and permanently reduce the benefit that they – and possible their spouses – could receive over a lifetime.
Social Security provides not only a guaranteed income stream but also longevity protection, spousal protection, and some inflation protection. It may be the closest thing you receive to a traditional pension.
Whether you’re single, married, divorcd, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. The concepts discussed in this course are most suitable for those with investable assets of $100k or more.
You are invited to an education seminar where we’ll focus on:

Changes to Social Security filing strategies
How to claim retroactive benefits
How married couples can help enhance their combined monthly and lifetime benefits
The effect of remarriage on survivor benefits for widowed and divorced spouses
How the “do over” and “start, stop, restart” strategies work
Five factors that could reduce the actual payments you receive

Join us at The Armstrong Center on Thursday, February 24th at 6PM.

Cash Alternative - Put Your Lazy Money to Work
2022-04-05 18:30 - 20:00 | Tubby’s Tankhouse Thunderbolt, 2909 River Dr,, Thunderbolt, GA, 31404, United States
An informational dinner event for area residents who are retired or nearing retirement. This informative and entertaining program is COMPLIMENTARY. There is no obligation, and nothing will be sold at this event. Enjoy a complimentary dinner after the presentation.
Local retirement and financial planner, Wendy J. Wallace, will share information about a new opportunity you can take advantage of to make your Lazy Money work for you. You will leave with valuable information you can act upon immediately.

Topics to be discussed include:

What YOU can be doing – RIGHT NOW – to reduce the amount of money you have lying dormant, existing, and more importantly – not working for you
How you can take advantage of a new cash alternative that provides immediate liquidity with penalty-free withdrawals
How to preserve your assets and safeguard your investments from risk
Capitalize on an offer that allows for meaningful accumulation potential with convenient accessibility when you need it
Discover an alternative method that may better supplement your retirement strategy than keeping funds in cash, bank accounts, money markets, and CDs

How will Inflation, Taxes, and the Next Recession Affect Your Retirement?
2022-04-12 18:30 - 20:00, 2022-04-14 18:30 - 20:00 | The Pirate’s House, 20 East Broad St, Savannah, GA, 31401, United States
An informational dinner event for area residents who are retired or nearing retirement. This informative and entertaining program is COMPLIMENTARY. There is no obligation, and nothing will be sold at this event. Enjoy a complimentary dinner after the presentation.
Understanding the larger picture will help us better prepare!
How we help our clients retire with confidence:

Setting up retirement income to be recession-proof
Knowing how to maximize market returns prudently and how to protect your earnings
Minimizing the effect of IRA/401K/403B taxes in retirement
Leaning how to re-structure a retirement plan to cover both spouses for life
Understanding how to take advantage of the current tax code… time is limited

Medicare Master Class
2022-05-10 10:00 - 11:00 | Lighthouse Financial Group Office, 140 Johnny Mercer Blvd. | Ste 2, Savannah, GA, 31410
Do you have questions about Medicare?
Do you know your coverage options and what they cost?
Do you know when you’re eligible and how to enroll?
Do you know how or if it works with your existing insurance?
At this free seminar, we will cover:

Original Medicare
Medicare Supplements (Medigap)
Medicare Advantage
Part D – Prescription Drug Plans

Financial Fitness For Women
2022-05-19 18:00 - 20:00, 2022-05-24 18:00 - 20:00 | The ShellHouse Seafood Restaurant, 8 Gateway Blvd W, Savannah, GA, 31419, United States
How Will Inflation, Taxes, and the Next Recession Affect Your Retirement?
You and a female guest are invited to join local retirement specialist Wendy Wallace at a complimentary dinner event exclusively devoted to the financial and retirement needs of women! She will explain – in plain English – the latest proven financial strategies that can help you assure your security and independence for a lifetime. Now is the time to develop the confidence and knowledge you will need to make the decisions that will affect your family’s financial well-being in the future. Whether you are married, single, widowed or divorced, you cannot afford to miss this event!

Discussion Topics:

Can there be Financial Security with or without a spouse or partner?

When and how do I maximize my SOCIAL SECURITY BENEFITS?

What can I leave my heirs and how do I safeguard my legacy?

Will I have enough income for life?

What do I NEED TO KNOW to best leverage my IRA?

How do I protect my MONEY from MARKET RISK?

Knowing how to maximize market returns prudently and protect from market risk.

How Will Inflation, Taxes, and the Next Recession Affect Your Retirement?
2022-08-18 18:30 - 20:30 | The ShellHouse Seafood Restaurant, 8 Gateway Blvd W, Savannah, GA, 31419, United States
Understanding the larger picture will help us better prepare!
How we help our clients retire with confidence:

Setting up retirement income to be recession-proof
Knowing how to maximize market returns prudently and minimize risk to earning
Minimizing the effect or IRA/401K/403B taxes in retirement
Learning how to restructure a retirement plan to cover both spouses for life
Understanding how to take advantage of the current tax code… time is limited

How Will Inflation, Taxes, and the Next Recession Affect Your Retirement?
2022-08-23 18:30 - 20:30 | The Pirate’s House, 20 East Broad St, Savannah, GA, 31401, United States

De-Risk Your Retirement - 3 Keys to Help Ensure You Have Enough!
2022-09-27 18:30 - 20:30 | The Pirate’s House, 20 East Broad St, Savannah, GA, 31401, United States
With the government frequently changing the rules of the game, investments and estate
planning should be reviewed often to ensure that investments remain tax‑efficient and that estate
planning documents are designed to minimize taxes and accurately reflect your intentions.
• What are the damaging impact of Taxes?
• How to address the rising inflation and interest rates.
• What are the risks with the current market and our Economy?
• What you can do now help protect yourself from unnecessary Risks.
• How you can help Reduce your tax burden during the golden years.
• How to potentially maximize Social Security benefits and how to
potentially minimize taxes on them.

RSVP is required.

Medicare and You
2022-10-06 18:30 - 20:00 | Carey Hilliard’s Abercorn, 11111 Abercorn St., Savannah, GA, 31419, United States
Join us for a Medicare workshop!
Whether you are already on Medicare or turning 65 soon, this presentation will cover:

Medicare basics
Up-to-date information
What to expect next year

Let us help you make the choice that’s right for you!

Social Security & Income Planning Education Event
2022-10-18 11:00 - 12:00 | Georgia Tech – Savannah Campus, 210 Technology Circle, Savannah, GA, 31407, United States

Turn Volatility Into Opportunity
2023-02-21 18:00 - 20:00 | The Pirate’s House, 20 East Broad St, Savannah, GA, 31401, United States
Learn how to avoid potential pitfalls due to the massive changes occuring worldwide.
Well-known local financial advisor, Wendy Wallace, will teach you in this dynamic workshop how to create your own “personal economy” and thrive whether markets surge or plunge due to recent massive changes in the world. Now, more than ever, it’s time for you to take control of your future and discover the ways financially secure individuals are prospering through good times and bad. Come prepared to hear about your top financial concerns with Wendy in an open and exciting format where you can get answers to your most pressing questions such as:

How will the current Administration’s proposed tax changes affect my retirement?
How might global changes affect my likelihood of successfully navigating retirement without running out of money?
What specific steps can I take to protect my wealth from all this uncertainty?
What are some alternative growth opportunities for retirees without taking unnecessary risks?
What impact will the rapidly increasing budget deficits have on my Social Security benefits and how do I maximize them?
Are there ways to take care of my loved ones without paying for expensive Long-Term Care insurance?
How do I develop a comprehensive plan to become Financially Independent in this volatile politial and economic environment?

The SECURE Act and SECURE Act 2.0
2023-03-07 18:00 - 20:00 | Spanky’s Pooler, 1221 US-80, Pooler, GA, 31322, United States
Learn how changing legislation impacts your retirement.
Well-known local financial advisor, Wendy Wallace, will teach you in this dynamic workshop how to create your own “personal economy” and thrive regardless of legislation changes. Come prepared to hear about some of your top financial concerns with Wendy in an open and exciting format where you can get answers to your most pressing questions such as:

How will the current Administration’s proposed tax changes affect my retirement?
How might global changes affect my likelihood of successfully navigating retirement without running out of money?
What specific steps can I take to protect my wealth from all this uncertainty?
What are some alternative growth opportunities for retirees without taking unnecessary risks?
What impact will the rapidly increasing budget deficits have on my Social Security benefits and how do I maximize them?
Are there ways to take care of my loved ones without paying for expensive Long-Term Care insurance?
How do I develop a comprehensive plan to become Financially Independent in this volatile politial and economic environment?

Three Ways to Take Back Control of Your Financial Future
2023-03-28 18:00 - 20:00, 2023-03-30 18:00 - 20:00 | The ShellHouse Seafood Restaurant, 8 Gateway Blvd W, Savannah, GA, 31419, United States
Join us for an evening of food, fun, and education as we discuss the following:
– Volatile Markets – Proactive strategies to help survive market volatility in 2023
– Social Security & Income Planning – Know your options and learn how to make the right choices
– Taxes and the IRS – Tax-efficient Strategies to disinherit the IRS
– Will the Coronavirus affect your retirement plan?
Space is limited so sign up below to register!

Seminar: Strategies Designed to Combat Inflation & Taxes from Impacting Your Retirement
2023-05-09 18:30 - 20:30, 2023-05-11 18:30 - 20:30, 2023-06-22 18:30 - 20:30 | Savannah Country Club, 501 Wilmington Island Rd, Wilmington Island, GA, 31410, United States
Join us for a complimentary dinner presentation for you and one adult guest.
Wendy will discuss strategies designed to combat inflation & taxes from impacting your retirement:

How you may be able to reduce your income tax liability each year.
Explore buffers that can limit downside exposure and preserve gains.
What the war in Ukraine really means to your portfolio and finances.
Ways to get money out of tax deferred retirement accounts with the least amount of taxes possible.
How to develop a comprehensive plan to become financially independent in this volatile political and economic environment.
How you could avoid losing 70% or MORE of your IRA to death & income taxes!

Membership to the club is not required to attend.
Just for attending, you will receive a free report, Take Charge of Your Taxes.

State of the Markets: Insight & Dinner
2023-10-19 18:15 - 20:15 | Vic’s on the River, 26 E Bay St, Savannah, GA, 31401, United States
Join us for en evening filled with market insights, lively conversations, and dinner, featuring speakers Tom Siomades with AE Wealth Management, Tim Sargent with Sterling Capital Management, and Wendy Wallace with Lighthouse Financial Group.

How to Optimize Your Retirement Income and Social Security Benefits
2024-01-25 18:30 - 20:30, 2024-01-30 18:30 - 20:30 | Georgia Tech – Savannah Campus, 210 Technology Circle, Savannah, GA, 31407, United States

Galentine’s Brunch
2024-02-14 11:00 - 13:00 | Savannah Country Club, 501 Wilmington Island Rd, Wilmington Island, GA, 31410, United States

Ways to Help Shield Yourself from a Potential Tax Storm
2024-02-27 18:30 - 20:30 | The Pirate’s House, 20 East Broad St, Savannah, GA, 31401, United States

Ways to Help Shield Yourself from a Potential Tax Storm
2024-04-09 18:30 - 20:30, 2024-04-11 18:30 - 20:30 | Savannah Country Club, 501 Wilmington Island Rd, Wilmington Island, GA, 31410, United States

Ways to Optimize Your Retirement Income and Social Security Benefits
2024-06-11 18:30 - 20:30, 2024-06-13 18:30 - 20:30 | Georgia Tech – Savannah Campus, 210 Technology Circle, Savannah, GA, 31407, United States

Tax Smart Retirement Strategies
2024-07-11 18:30 - 20:30 | Spanky’s Pooler, 1221 US-80, Pooler, GA, 31322, United States

Back to School Drive
2024-07-15 09:00 - 2024-07-26 17:00 | Lighthouse Financial Group Office, 140 Johnny Mercer Blvd. | Ste 2, Savannah, GA, 31410
