Filtering by: “Financial Planning”

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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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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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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