Workshops
Schedule a Meeting With Tripp Limehouse or Call 803-359-2569
Estate Planning Simplified
Join Limehouse Financial for a complimentary educational workshop focused on making estate planning easier to understand and helping you prepare for the future with greater confidence.
What You’ll Learn
This educational workshop will explain important estate planning concepts in clear, approachable terms so you can better understand the decisions that may affect you and your family.
- The essential documents commonly included in an estate plan
- The roles of wills, trusts, powers of attorney, and healthcare directives
- How beneficiary designations can affect the transfer of assets
- Ways to help make your wishes clear to your family
- Common estate-planning mistakes and oversights
- When an existing estate plan may need to be reviewed or updated
Estate Planning Simplified
Select the event image to reserve your seat for your preferred workshop date.
Choose Your Date and Reserve Your Seat
Space may be limited. Select your preferred workshop date through the secure RSVP page.
Register for Estate Planning SimplifiedMaximizing Your Social Security Benefits and Minimizing Your Taxes
Join Limehouse Financial for a complimentary educational workshop designed to help you better understand Social Security, evaluate your benefit options, and explore strategies that may help reduce the taxes you pay throughout retirement.
What You’ll Learn
Social Security can be an important part of your retirement income strategy. This educational workshop will help explain your options in clear, approachable terms.
- How Social Security retirement benefits are calculated
- How the age you claim benefits may affect your monthly income
- Important considerations for married couples, widows, and widowers
- How working during retirement could affect your Social Security benefits
- When Social Security benefits may become taxable
- Strategies that may help reduce taxes and support your retirement income
Maximizing Your Social Security Benefits and Minimizing Your Taxes
Select the event image below to visit the secure RSVP page and reserve your seat.
Make the Most of Your Retirement Benefits
Space may be limited. Reserve your seat for this complimentary Social Security and retirement tax educational workshop.
Reserve Your SeatOptimizing Your Social Security Benefits: An Educational Breakfast
Join Limehouse Financial for a complimentary educational breakfast designed to help you better understand Social Security, evaluate your claiming options, and make more informed decisions about your retirement income.
What You’ll Learn
Social Security can be an important part of your retirement income strategy. This educational breakfast will explain key considerations in clear, approachable terms.
- How Social Security retirement benefits are calculated
- How the age you claim may affect your monthly benefit
- Important considerations for married couples, widows, and widowers
- How working during retirement could affect your benefits
- When your Social Security benefits may become taxable
- How Social Security can fit into your broader retirement income plan
Optimizing Your Social Security Benefits
Select the event image below to visit the secure RSVP page and reserve your seat for this educational breakfast.
Start Your Saturday with Valuable Retirement Insights
Space may be limited. Reserve your seat for this complimentary educational breakfast about optimizing your Social Security benefits.
Reserve Your Breakfast SeatWorkshops 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
