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    • About Us
      • Lighthouse Financial & Tax
      • James D. Kersey
    • Our Services
      • Estate Planning
        • Charitable Giving
        • Estate Planning
        • Family Financial Council Meetings
        • Trusts
      • Financial Planning
        • Asset Protection
        • Life Insurance
        • Fixed Indexed Annuities
        • Wealth Accumulation
      • Retirement Planning
        • IRA Legacy Planning
        • IRA & 401(k) Assets
        • Long Term Care
        • Retirement Income Strategies
        • Social Security
      • Tax Planning
        • Business Owners
        • Tax Reduction Strategies
    • Insight
      • Estate Planning
      • Financial Tips
      • Investment
      • Managing Healthcare Costs
      • Retirement
      • On the Mark
    • Contact Us
      • Getting Started
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    Tag: educational workshops

    HomeAll EventsTag: educational workshops

    Taking Control of your 401(k)/403(b)/457 or Employer Sponsored Plan – Educational Workshops

    Started August 13, 2019 0
    Taking Control of your 401(k)/403(b)/457 or Employer Sponsored Plan – Educational Workshops

    Taking Control of your 401(k)/403(b)/457 or Employer Sponsored Plan How much should I contribute to my 401(k)/403(b)/457 or Employer Sponsored Plan? How do I choose the best options in my Employer Sponsored Plan? Can I get an advisor to manage my...

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    Investing in Today’s Market – Educational Workshops

    Started July 24, 2019 0
    Investing in Today’s Market – Educational Workshops

    Investing in Today’s Market • What are old investment habits I should be aware of? • Am I taking advantage of the best investments for my portfolio? • What are risky verses safe investments? • Is timing the market possible? • How do I...

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    Understanding Annuities – Educational Workshop

    Started June 26, 2019 0
    Understanding Annuities – Educational Workshop

    What is an annuity? How can I know if an annuity fits in my portfolio? What is the difference between Variable, Fixed, and Fixed Indexed Annuities? What are the risks affiliated with annuities? What are the advantages and disadvantages of...

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