Workshops
Schedule a Meeting With Tripp Limehouse or Call 803-359-2569
Maximizing Your Social Security Benefits and Minimizing Your Taxes
Join Limehouse Financial for an educational workshop exploring Social Security benefits and tax considerations as you plan for retirement.
Make More Informed Retirement Decisions
Social Security and taxes are important parts of your retirement picture. Understanding how they fit together can help you prepare for conversations about your future.
This workshop brings these topics into focus in an educational setting, giving you an opportunity to consider your retirement priorities and next steps.
- Put your Social Security benefits in the context of your retirement goals.
- Give tax considerations a place in your retirement planning conversations.
- Take the next step toward a more informed retirement plan.
Educational information is not individualized investment, tax, or legal advice. Strategies and outcomes depend on your personal circumstances.
Your Invitation to Plan Ahead
Select the invitation below to open the registration page.
Reserve Your Seat for October 14
Join us at 6:00 PM in the Meeting Room at Lexington County Public Library - Main Branch. Complete your registration using the link below.
Register for the WorkshopRetirement 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 October 17
Join Limehouse Financial at 9:00 AM at the Lexington Chamber & Visitors Center for an educational retirement breakfast. Complete your registration using the link below.
Register for the BreakfastEstate Planning Simplified
Join Limehouse Financial for an informative educational workshop designed to help make estate planning easier to understand. Explore important considerations that may help you better prepare for your family, your assets, and your legacy.
Make Estate Planning Easier to Understand
Estate planning can involve important decisions about your family, your finances, your property, and the legacy you want to leave behind. Understanding the fundamentals can help you approach those decisions with greater clarity.
Estate Planning Simplified is designed to break down common estate planning concepts in an approachable educational setting and help you identify questions worth considering as you plan for the future.
- Learn about important considerations that can be part of an effective estate plan.
- Better understand how estate planning can help organize your wishes for your assets and loved ones.
- Identify questions you may want to discuss with your financial, tax, and legal professionals.
- Take a more informed approach to planning for your family and the legacy you want to leave behind.
This workshop is provided for educational purposes only and is not individualized investment, tax, or legal advice. Estate planning needs vary based on individual circumstances.
Your Invitation to Estate Planning Simplified
Select the invitation below to open the registration page.
Choose October 13 or October 15
Join Limehouse Financial at 6:30 PM at the Lexington Chamber & Visitors Center. Select the date that works best for you and complete your registration today.
Register for Estate Planning SimplifiedWorkshops 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
