Lighthouse Financial Group, LLC

Ways to Help Shield Yourself From a Potential Tax Storm
2025-01-30 18:30 - 19:30, 2025-01-28 11:30 - 12:30, 2024-08-15 18:30 - 20:30, 2024-08-13 18:30 - 20:30, 2024-02-27 18:30 - 20:30 (America/New_York) | The Pirate’s House, 20 East Broad St, Savannah, GA, 31401, United States

Client Appreciation Holiday Party
2024-12-19 17:30 - 21:00 | Alee Shriners, 100 Eisenberg Dr., Savannah, GA, 31406
5:30 – 9 p.m. | Alee Shriners

Habitat for Humanity Team Build Day
2024-10-29 09:00 - 17:00, 2024-09-14 09:00 - 17:00 | GA

Thanksgiving Food Drive with Second Harvest
2024-10-28 09:00 - 2024-11-15 17:00 | Lighthouse Financial Group Office, 140 Johnny Mercer Blvd. | Ste 2, Savannah, GA, 31410

State of the Union
2024-10-10 18:00 - 20:00 | Cohen’s Retreat, 5715 Skidaway Road, Savannah, GA, 31406

Ways to Optimize Your Social Security Benefits and Medicare
2024-09-19 18:30 - 20:30, 2024-09-17 18:30 - 20:30 | Georgia Tech – Savannah Campus, 210 Technology Circle, Savannah, GA, 31407, 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

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

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

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

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

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.

Seminar: Strategies Designed to Combat Inflation & Taxes from Impacting Your Retirement
2023-06-22 18:30 - 20:30, 2023-05-11 18:30 - 20:30, 2023-05-09 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.

Three Ways to Take Back Control of Your Financial Future
2023-03-30 18:00 - 20:00, 2023-03-28 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!

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?

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?

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
