Workshops
Schedule a Meeting With Tripp Limehouse or Call 803-359-2569
Estate Planning Simplified
Join Limehouse Financial for an educational event focused on understanding estate planning, preparing for the future, and making informed decisions about your legacy.
Plan Today. Protect Tomorrow.
Estate planning is about more than preparing documents. It is about understanding your options, organizing your wishes, and thinking carefully about the people and priorities that matter most.
Estate Planning Simplified is designed to introduce important estate planning considerations in a clear, approachable educational setting.
- Understand the role of estate planning in your overall financial picture.
- Explore important considerations for protecting your legacy.
- Learn why beneficiary designations, planning documents, and communication with loved ones matter.
- Prepare for informed conversations with qualified estate planning professionals.
This event is educational in nature and does not constitute individualized investment, tax, or legal advice. Consult qualified professionals regarding your circumstances.
Your Invitation to Plan Ahead
Estate Planning Simplified — November 10 or November 12 at 6:30 PM in Lexington, South Carolina.
Take the Next Step Toward a Thoughtful Estate Plan
Join Limehouse Financial for an educational evening dedicated to understanding your estate planning options and preparing for the future with greater confidence. Choose the evening that works best for your schedule.
6:30 PM Eastern
Lexington Chamber & Visitors Center
Retirement Masterclass: An Educational Breakfast
Join Limehouse Financial for an educational breakfast focused on important retirement planning topics designed to help you make more informed decisions about your financial future.
Prepare for Retirement With Greater Confidence
Retirement brings important decisions about income, savings, taxes, protection and the lifestyle you want to enjoy in the years ahead.
This educational masterclass brings key retirement topics together in a relaxed breakfast setting, giving you an opportunity to learn, ask questions and consider the next steps in your retirement planning journey.
- Explore important considerations that can affect your retirement strategy.
- Better understand how different pieces of your retirement plan can work together.
- Identify questions and priorities to discuss as you prepare for your financial future.
Educational information is not individualized investment, tax or legal advice. Strategies and outcomes depend on your personal circumstances.
You’re Invited to Breakfast
Select the invitation below to open the registration page.
Reserve Your Seat for November 14
Join Limehouse Financial at 9:00 AM in the Board Room at the Lexington Chamber & Visitors Center for an educational retirement breakfast. Complete your registration using the link below.
Register for the BreakfastWorkshops Information Requested
Find a Limehouse Financial Location
Lexington, South Carolina
140-B Whiteford Way
Lexington, SC 29072
Office: 803-359-2569
Cell: 803-359-2569
info@limehousefinancial.com
