Broker Check

Upcoming Events

                                                                                                      Advance Financial Lighthouse Savvy Webinar Educational Events

Social Security: 7 keys to Enhancing Benefits

When: Tuesday January 25, 2022 @ 11:30 a.m. 

Come and join us and get better educated about Social Security benefits in the comfort of your home. Becoming savvier is one of the key steps in building wealth.

Social Security continues to play an important role in a retirement strategy. Is yours taking full advantage of what Social Security offers? One of the most confusing but most important steps in your retirement strategies is understanding Social Security retirement benefits. Many believe it is cut and dried and do not realize there are options. Join us for this educational event on Seven Keys to Enhancing Social Security Benefits. We'll share seven leys to enhancing Social Security benefits, such as: Understanding the basics of Social Security and when to take your benefits. Keys that take a deeper dive into Social Security such as working in retirement. And, should you rethink your retirement strategy? Click on the link to register for this event: Social Security: Seven Keys To Enhancing Benefits (financeinsights.net) 


Empower, Elevate, Achieve: The Guide to My Financial Life

When: Tuesday February 22, 2022 11:30 a.m. - 1:00 p.m.   Our Savvy Women Just want to Learn Webinar Series presents: 

The presentation will discuss: Women and wealth and their surging economic power, the different challenges women face, financial life stages and the action plans you can take. Women control roughly 51% of personal wealth in the United States and are increasingly in charge of financial decision-making and investing. At the same time, women face specific challenges to planning for their future which includes longevity and earnings inequality. This presentation is for you.  Please register for this event: Please sign up to attend by clicking here  or call (405) 843-2380



Wealth Planning Strategies for Business Owners

When: Tuesday April 26, 2022 @ 11:30 a.m. - 1:30 p.m.

With the increasing demands of managing a business on a daily basis, business owners may not be focused on important wealth management needs. This workshop, designed specifically for business owners, highlights key wealth planning areas including tax considerations under the current law, shielding assets from potential creditors, saving for retirement, and planning for business succession. Click here to sign up.