About This Educational Workshop

Join Limehouse Financial for a complimentary educational workshop designed to make estate planning easier to understand and more approachable.

• Why estate planning matters for families and retirees
• Common estate planning documents and what they do
• How to help protect loved ones from unnecessary confusion
• Ways to avoid common estate planning mistakes
• How beneficiary decisions can impact your overall plan
• Steps to help create a more organized legacy strategy

Workshop Details

About This Educational Workshop

Join Limehouse Financial for a complimentary educational workshop designed to make estate planning easier to understand and more approachable.

• Why estate planning matters for families and retirees
• Common estate planning documents and what they do
• How to help protect loved ones from unnecessary confusion
• Ways to avoid common estate planning mistakes
• How beneficiary decisions can impact your overall plan
• Steps to help create a more organized legacy strategy

Workshop Details

About This Educational Breakfast

Join Limehouse Financial for a complimentary educational breakfast designed to help you better understand Social Security and how your claiming decisions may impact your retirement income.

• When you may want to start taking Social Security benefits
• How timing can impact your monthly retirement income
• Strategies for married couples, widows, widowers, and divorcees
• How working in retirement may affect your benefits
• How Social Security fits into your overall retirement income plan
• Common mistakes that could reduce your lifetime benefits

Workshop Details