Filtering by: “Financial Planning”

Jan
30
Reflect, Realign and Restart: A Retirement Readiness Checklist
Set the stage for a confident 2025 with our 'Reflect, Realign, and Restart' webinar. Learn how to evaluate your retirement progress, adapt to life changes, optimize tax strategies, and make the most of new opportunities under the SECURE 2.0 Act.

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.