Three Ways to Take Back Control of Your Financial Future
2023-03-28 18:00 - 20:00, 2023-03-30 18:00 - 20:00 (America/New_York) | 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, 2024-08-13 18:30 - 20:30, 2024-08-15 18:30 - 20:30, 2025-01-28 11:30 - 12:30, 2025-01-30 18:30 - 19:30, 2025-02-20 18:30 - 19:30, 2025-02-25 11:30 - 12:30 | 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

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

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

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

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

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

Galentine's Luncheon
2025-02-14 11:00 - 12:00 | Savannah Country Club, 501 Wilmington Island Rd, Wilmington Island, GA, 31410, United States
