Lighthouse Financial Group, LLC

Understanding How Volatility Affects Retirement
2021-04-29 18:30 - 20:30, 2021-04-27 18:30 - 20:30 (America/New_York) | 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 | GA
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, 2020-10-15 18:30 - 20:30, 2020-10-13 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?

Turn Volatility Into Opportunity Retirement Workshop
2020-02-25 18:00 - 20:00, 2020-02-20 18:00 - 20:00 | The Pirate’s House, 20 East Broad St, Savannah, GA, 31401, United States

Smart Women, Smart Retirement Seminar
2020-02-11 18:00 - 20:00, 2020-02-04 18:00 - 20:00, 2019-09-26 18:00 - 20:00, 2019-09-11 18:00 - 20:00, 2019-09-05 18:00 - 20:00, 2019-08-29 18:00 - 20:00, 2019-07-18 18:00 - 20:00, 2019-04-25 18:00 - 20:00 and 1 more date | Tubby’s Tank House, 2909 River Road, Savannah, GA, 31404, United States

A Social Security Event
2019-12-05 18:30 - 20:00 | Georgia Tech – Savannah Campus, 210 Technology Circle, Savannah, GA, 31407, United States
How much do you know about Social Security Income Benefits and Trump’s New Tax Laws?

Medicare Lunch n Learn
2019-10-11 11:00 - 13:00 | Lighthouse Financial Group Office, 140 Johnny Mercer Blvd. | Ste 2, Savannah, GA, 31410
Come hear general information about Medicare and supplements

Estate Planning Questions and Answers
2019-10-10 11:00 - 13:00 | Lighthouse Financial Group Office, 140 Johnny Mercer Blvd. | Ste 2, Savannah, GA, 31410
Come hear estate planning attorney, Lindsay Sutcliffe give a general overview on what you need.

Sterling Capital Investment Outlook
2019-08-22 18:00 - 20:30 | The Pirate’s House, 20 East Broad St, Savannah, GA, 31401, United States
Workshop presented by one of the directors of Sterling Capital Management covering our partnership with them, their investment philosophy and outlooks.

Client Appreciation Wine Tasting Social
2019-07-25 17:30 - 19:30, 2019-07-22 17:30 - 19:30 | Savannah Wine Cellar

Retirement Luncheon - Your Question's Answered
2019-07-16 11:30 - 13:00 | The Pirate’s House, 20 East Broad St, Savannah, GA, 31401, United States
Client and referral luncheon covering a number of retirement topics as well as a question and answer session

Smart Couples, Smart Retirement - The Retirement Workshop
2019-05-31 18:00 - 20:00 | New Life Experience, 5708 Howard Foss Drive, Savannah, GA, 31406, United States

Retire Wiser
2019-05-09 18:00 - 20:00 | Shell House Restaurant, 8 Gateway Blvd, Savannah, GA, 31419, United States
Avoid the Retirement Planning Mistakes that Could Cost you Thousands
