Retirement Readiness:  Avoiding the Pitfall of Underestimating Your Income Needs
Sep
19

Retirement Readiness: Avoiding the Pitfall of Underestimating Your Income Needs

Planning for retirement can be complex, but underestimating your income needs can have a profound impact. Join us for our upcoming webinar, Retirement Readiness: Avoiding the Pitfall of Underestimating Your Income Needs, to gain insights into how you can accurately plan for a financially secure retirement.

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Beyond Basics:  Comprehensive Cybersecurity Through Mindsets
Aug
22

Beyond Basics: Comprehensive Cybersecurity Through Mindsets

In an increasingly digital world, safeguarding your personal and financial information is more crucial than ever. Join us for our "Beyond Basics: Comprehensive Cybersecurity Through Mindsets" workshop, where we'll dive deep into advanced strategies and mindset shifts that can help you protect yourself from the ever-evolving landscape of cyber threats. This workshop is designed for those who want to go beyond basic security measures and build a robust defense against potential risks.

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Beyond Just a Will: Comprehensive Estate Planning
Jul
24

Beyond Just a Will: Comprehensive Estate Planning

At LynnLeigh & Company, we believe estate planning goes beyond drafting a simple will. Our "Beyond Just a Will: Comprehensive Estate Planning" workshop empowers you to take control of your financial legacy. Learn how to protect your loved ones, minimize taxes, and ensure your wishes are honored with a plan tailored to your unique needs. Join us to explore essential strategies that provide peace of mind for you and your family.

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A Parent's Guide to Education Savings: Navigating The Path to Your Child's Educational Future.
Jun
20

A Parent's Guide to Education Savings: Navigating The Path to Your Child's Educational Future.

Navigating the complexities of education savings can be daunting for any parent. At LynnLeigh & Company, our workshop, "A Parent's Guide to Education Savings: Navigating the Path to Your Child's Educational Future," is designed to equip you with the knowledge and tools to make informed decisions about your child's educational funding. From understanding different savings vehicles to strategic planning tips, our expert-led session will empower you to secure your child's academic future with confidence.

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Riding the Waves:  Strategies for Financial Success Amidst Inflation & Market Volatility
Apr
24

Riding the Waves: Strategies for Financial Success Amidst Inflation & Market Volatility

  • Join us for "Riding the Waves: Strategies for Financial Success Amidst Inflation & Market Volatility," a comprehensive workshop designed to equip you with the tools and insights needed to navigate today's unpredictable financial landscape. Our experts will guide you through actionable strategies to protect and grow your wealth, even in the face of economic uncertainty. Whether you're concerned about rising inflation, market fluctuations, or securing your financial future, this workshop is your roadmap to stability and success.

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Savvy Social Security Planning for Women
Mar
28

Savvy Social Security Planning for Women

Navigating Social Security can be particularly challenging for women, given the unique financial hurdles they often face, such as longer life expectancies and potential career interruptions. Our "Savvy Social Security Planning for Women" workshop is designed to empower you with the knowledge you need to make informed decisions about your Social Security benefits. Whether you're married, single, divorced, or widowed, this workshop will provide tailored strategies to help maximize your benefits and secure your financial future.

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How Tax Planning Changes Through Four Stages of Retirement
Mar
7

How Tax Planning Changes Through Four Stages of Retirement

Join LynnLeigh & Company for an insightful workshop on navigating tax changes throughout retirement. This session will cover key tax considerations for retirees, including the impact of changing tax laws on your income, Social Security benefits, and investment strategies. Learn how to optimize your tax planning to preserve your wealth and ensure financial stability in your golden years.

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2023 Year in Review: A recovery like no other
Feb
8

2023 Year in Review: A recovery like no other

Join us for the 2023 Year in Review Workshop, where we delve into the key financial trends, market movements, and economic events that shaped the past year. This insightful session is designed to help you understand how these developments impact your financial planning and investments. Whether you're an experienced investor or just getting started, this workshop will provide you with valuable perspectives and actionable strategies to navigate the year ahead with confidence.

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Managing Health Care Expenses in Retirement
Nov
16

Managing Health Care Expenses in Retirement

Planning for healthcare expenses in retirement can be daunting, but it’s essential for maintaining financial security. At LynnLeigh & Company, our "Managing Health Care Expenses in Retirement" workshop equips you with the knowledge and tools to anticipate costs, explore Medicare options, and integrate healthcare into your broader retirement strategy. Join us to learn how proactive planning today can protect your retirement savings tomorrow.

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4 Keys to Cutting College Costs: How to Avoid Overpaying
Sep
28

4 Keys to Cutting College Costs: How to Avoid Overpaying

Join us for a comprehensive replay of our September 2023 workshop, "4 Keys to Cutting College Costs: How to Avoid Overpaying." In this insightful session, we explore practical strategies to minimize the financial burden of higher education. Discover how to identify scholarship opportunities, maximize financial aid, and make informed decisions about student loans. Whether you're a parent or a student, these actionable tips will help you save money and make college more affordable.

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Life After Work: How to Create a Good Life in Retirement
Jul
27

Life After Work: How to Create a Good Life in Retirement

Planning for retirement is more than just crunching numbers; it's about designing a fulfilling life after work. In our "Life After Work: How to Create a Good Life in Retirement" workshop, we explore the essential aspects of retirement planning, from financial strategies to lifestyle adjustments. Join us to learn how to create a retirement that’s not just financially secure but also rich in purpose and joy.

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Savvy Social Security: What Baby Boomers Need to Know About Their Retirement Income
May
18

Savvy Social Security: What Baby Boomers Need to Know About Their Retirement Income

In our June 2023 workshop replay, "Savvy Social Security: What Baby Boomers Need to Know About Their Retirement Income," we dive into the essential strategies for maximizing your Social Security benefits. Whether you're nearing retirement or already receiving benefits, this workshop provides actionable insights to help you make informed decisions that could significantly impact your financial future. Watch the replay to learn how to optimize your benefits, understand key claiming strategies, and avoid common pitfalls that can cost you thousands in retirement.

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Your Tax Plan for 2023: Uncovering Opportunities to Manage Your Tax Bill
Apr
20

Your Tax Plan for 2023: Uncovering Opportunities to Manage Your Tax Bill

Missed our April 2023 workshop? Don't worry! You can catch the replay of "Your Tax Plan for 2023: Uncovering Opportunities to Manage Your Tax Bill" on this page. In this informative session, we explore strategies to help you optimize your tax situation, identify potential deductions, and plan effectively for the year ahead. Whether you're looking to reduce your tax liability or simply understand how recent changes might affect your financial plan, this workshop provides actionable insights tailored to your needs.

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