Events
Medicare Master Class
Lighthouse Financial Group Office 140 Johnny Mercer Blvd. | Ste 2, Savannah, GADo 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…
Financial Fitness For Women
The ShellHouse Seafood Restaurant 8 Gateway Blvd W, Savannah, GA, United StatesHow 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…
Financial Fitness For Women
The ShellHouse Seafood Restaurant 8 Gateway Blvd W, Savannah, GA, United StatesHow 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…
How Will Inflation, Taxes, and the Next Recession Affect Your Retirement?
The ShellHouse Seafood Restaurant 8 Gateway Blvd W, Savannah, GA, United StatesUnderstanding 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…
How Will Inflation, Taxes, and the Next Recession Affect Your Retirement?
The Pirate's House 20 East Broad St, Savannah, GA, United StatesUnderstanding 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…
De-Risk Your Retirement – 3 Keys to Help Ensure You Have Enough!
The Pirate's House 20 East Broad St, Savannah, GA, United StatesWith 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…
Medicare and You
Carey Hilliard's Abercorn 11111 Abercorn St., Savannah, GA, United StatesJoin 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
Georgia Tech - Savannah Campus 210 Technology Circle, Savannah, GA, United StatesTurn Volatility Into Opportunity
The Pirate's House 20 East Broad St, Savannah, GA, United StatesLearn 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…
The SECURE Act and SECURE Act 2.0
Spanky's Pooler 1221 US-80, Pooler, GA, United StatesLearn 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…