Lighthouse Financial Group, LLC

De-Risk Your Retirement - 3 Keys to Help Ensure You Have Enough!
2022-09-27 18:30 - 20:30 (America/New_York) | 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.

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
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?
2022-08-18 18:30 - 20:30 | The ShellHouse Seafood Restaurant, 8 Gateway Blvd W, Savannah, GA, 31419, United States

Financial Fitness For Women
2022-05-24 18:00 - 20:00, 2022-05-19 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.

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

How will Inflation, Taxes, and the Next Recession Affect Your Retirement?
2022-04-14 18:30 - 20:00, 2022-04-12 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

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

Educational Seminar: Social Security
2022-02-24 18:00 - 19:00 | 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.

Tax-Smart Retirement Strategies
2022-02-10 18:00 - 20:00, 2022-02-08 18:00 - 20:00 | Spanky’s Pooler, 1221 US-80, Pooler, GA, 31322, United States
You and a guest are cordially invited to an informational dinner event for area residents 50 and older, who are
retired or planning to retire soon. This informative and entertaining program is COMPLIMENTARY. There
is no obligation. Enjoy a complimentary dinner immediately after the presentation.
During this event, we will reveal techniques and strategies to help you potentially preserve your capital, getmore income, decrease your risk and reduce your tax burden. Best of all, you will leave with information
designed to help you act immediately such as:
• Why taxes may be the biggest retirement risk you have not planned for
• How to create TAX-FREE retirement income
• Learn ways to help protect your assets from getting eaten up by long-term care and
health care costs
• How to identify the right tax choices today that can save you hundreds of thousands
of dollars in retirement
• Ways to lessen your future tax burden from your retirement accounts now
• How you can benefit from recent tax legislation to reduce your taxes
• Learn how to take advantage of a 2-4 year tax window now, and avoid the impending
Tax-Storm

Tax-Smart Retirement Strategy Event
2022-01-20 18:00 - 19:30, 2022-01-18 18:00 - 19:30 | The Pirate’s House, 20 East Broad St, Savannah, GA, 31401, United States
During this event, we will reveal techniques and strategies to help you potentially preserve your capital, get more income, decrease your risk and reduce your tax burden. Best of all, you will leave with information designed to help you act immediately such as:

• Why taxes may be the biggest retirement risk you have not planned for
• How to create TAX-FREE retirement income
• Learn ways to help protect your assets from getting eaten up by long-term care and health care costs
• How to identify the right tax choices today that can save you hundreds of thousands of dollars in retirement
• Ways to lessen your future tax burden from your retirement accounts now
• How you can benefit from recent tax legislation to reduce your taxes
• Learn how to take advantage of a 2-4 year tax window now, and avoid the impending Tax-Storm

Medicare Master Class Webinar
2021-10-09 10:30 - 11:00 | Webinar
Make the Medicare choice that’s right for you!
We will cover:

Original Medicare
Medicare Supplements (Medigap)
Medicare Advantage
Part D – Prescription Drugs

Surviving Retirement
2021-10-07 18:00 - 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.
Local retirement and tax planning specialist, Wendy J. Wallace, will discuss techniques and strategies to help you preserve your capital, get more income, decrease your risk and potentially reduce your tax burden. You will leave with valuable information you can act upon immediately.

Topics to be discussed include:

What YOU can be doing – RIGHT NOW – to help take back complete control over your financial future… even with market and economic volatility.
Actions you should take now to lock-in your tax savings before the sunset of the Tax Cuts and Jobs Act of 2017.
How to help preserve capital, diversity your portfolio and reallocate your assets according to YOUR family’s unique needs.
LAZY CASH – learn about cash alternatives for potential growth accumulation with liquidity – while helping to safeguard your investments from risk.
How you can potentially create a guaranteed retirement income that you and your spouse cannot outlive.
Discover how you might be surprised by how much exposure you actually have in the market.

Surviving Retirement
2021-10-05 18:00 - 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.

Topics to be discussed include:

What YOU can be doing – RIGHT NOW – to help take back complete control over your financial future… even with market and economic volatility.
Actions you should take now to lock-in your tax savings before the sunset of the Tax Cuts and Jobs Act of 2017.
How to help preserve capital, diversity your portfolio and reallocate your assets according to YOUR family’s unique needs.
LAZY CASH – learn about cash alternatives for potential growth accumulation with liquidity – while helping to safeguard your investments from risk.
How you can potentially create a guaranteed retirement income that you and your spouse cannot outlive.
Discover how you might be surprised by how much exposure you actually have in the market.

Medicare Master Class Webinar
2021-10-02 11:00 - 23:30 | Webinar
Make the decision that’s right for you!
This class will cover:

Parts A & B – Original Medicare
Medicare Supplements (Medigap)
Part C – Medicare Advantage
Part D – Prescription Drug
The latest changes to Medicare

Fall Education Series: Medicare and Social Security
2021-09-23 18:00 - 20:00 | The Armstrong Center, 13040 Abercorn St, Savannah, GA, 31419, United States
Do you have questions about Social Security and Medicare? Medicare enrollment can be complicated and it can cost you real money if you delay or make the wrong decision.

When do you sign up?
What is and isn’t covered?
When should you start Social Security?
How much may you give up if you choose to take benefits early?
Are there strategies available to maximize your payments and coordinate with your retirement strategy?
Are you confident that you fully understand all your Medicare and Social Security options?

If not, this event is for you. These decisions can be too important to risk getting wrong. Come learn your options.

Fall Education Series: Social Security and Medicare
2021-09-21 18:00 - 20:00 | The Armstrong Center, 13040 Abercorn St, Savannah, GA, 31419, United States

Understanding Your Options in 2021
2021-08-24 18:00 - 20:30 | Tubby’s Tankhouse Thunderbolt, 2909 River Dr,, Thunderbolt, GA, 31404, United States
We’re excited to host this informational workshop!
Do you feel like you have too much cash not doing anything for you? Learn about cash alternatives for potential growth and liquidity.
Do you know why today’s market requires specialized planning to enhance your retirement goals? Find out if creating tax-free income from your IRA or 401K makes sense for you before the current tax cuts expire.
Is your Medicare plan, benefits, and cost working for you? Ensure that you are not paying too much for healthcare in retirement.
Come learn about some new strategies that may be available to you and more.

How Will Market Volatility Affect Your Retirement?
2021-07-20 18:00 - 20:00 | Tubby’s Tankhouse Thunderbolt, 2909 River Dr,, Thunderbolt, GA, 31404, United States
Bonus: Economic Outlook presented by featured speaker
Tim Sargent, Director
Sterling Capital Management

⦁ What are the 3 biggest decisions you need to make in the coming weeks and months?
⦁ How can you potentially maximize your Social Security benefits?
⦁ Do you understand your retirement risk in a volatile market environment?
⦁ Is your retirement plan positioned to take advantage of the current tax cuts before they expire?

TUBBY’S TANKHOUSE THUNDERBOLT
JULY 20, 2021
6:00 PM
RESERVATIONS ARE REQUIRED
REGISTER AT WWW.LIFIGROUP.COM OR CALL 912-354-4200

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. 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. Any references to protection benefits or steady and reliable income streams refer only to fixed insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Lighthouse Financial Group, LLC are not affiliated companies. 968057 – 07/21

Understanding How Volatility Affects Retirement
2021-04-29 18:30 - 20:30, 2021-04-27 18:30 - 20:30 | Ruth’s Chris Steakhouse, 111 W. Bay St., Savannnah, GA, 31401, United States
Learning how to avoid costly mistakes may be the best investment you can make.
During the event, Wendy will reveal the strategies and techniques for preserving your capital, legally averting taxes, addressing your healthcare and driving more safe income, even in a turbulent market.
• How to take control of your retirement and feel empowered in this New Presidential Era.
• What are the 3 biggest decisions you need to make in the coming weeks and months?
• How to understand YOUR retirement risk in a volatile market environment.
• How to avoid the de-funding of your retirement and Social Security.
• The new SECURE Act and how this impacts your IRAs and beneficiaries.
• The sunset of the Trump tax cuts is in sight…what can you do now to “lock-in” your savings?
• Main Street vs. Wall Street, who wins, who loses and how it impacts you.
• You’re being asked to “Shoulder the Burden” of higher taxes. What are your options?
• How you may dramatically increase your interest earnings – while safeguarding your investment from risk.
• How to survive and thrive in the Biden Administration.

"Social Security Playbook" Workshop
2021-04-08 18:30 - 20:00, 2021-04-06 18:30 - 20:00 | Armstrong Campus – Solms Hall, 11935 Abercorn St, Savannah, 31419
How does Social Security fit into your overall income plan in retirement and how do you optimize it?
Social Security can make up to 40% of your income in retirement yet, only 50% fully understand it.
Join us for a complimentary, informational workshop to learn how to avoid common Social Security claiming mistakes, what Full Retirement Age is and why it matters, how to pay for healthcare without expensive Long-term Care policies, and more!

Three Ways to Take Back Control of Your Financial Future
2021-01-26 18:30 - 20:00, 2021-01-21 18:30 - 20:00 | Ruth’s Chris Steakhouse, 111 W. Bay St., Savannnah, GA, 31401, 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 2021
– 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!

Three Ways to Take Back Control of Your Financial Future
2020-11-12 18:30 - 20:00 | Carey Hilliard’s Abercorn, 11111 Abercorn St., 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 2020
– 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!

How World Affairs and the 2020 Election May Impact your Retirement
2020-10-20 18:30 - 20:30 | Ruth’s Chris Steakhouse, 111 W. Bay St., Savannnah, GA, 31401, United States
Join us for a COMPLIMENTARY DINNER PRESENTATION.
Many people contribute to their IRAs, 401(k)s, and other qualified retirement plans for years without fully
understanding the rules, tax implications and options that are available to them – until it’s too late.
Important topics we will discuss:
• Volatile Markets – Proactive Strategies to Survive Market Volatility in 2020.
• 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.
• SECURE Act – How this could effect you and your family.
• Market Correction-Understanding what to look for in Market for 2020.
• Will the Corona Virus affect your retirement plan?
