Events

In observance of President's Day, Lighthouse office will be closed and reopen February 16, 2016.

In observance of Good Friday, Lighthouse office will be closed and reopen March 28, 2016

In observance of Memorial Day, Lighthouse office is closed and will reopen May 31, 2016.

In observance of Independence Day, Lighthouse office will be closed and reopen July 5, 2016.

Lighthouse Financial Family & Friends Evening at the Wild Animal Sanctuary Join Lighthouse Financial as we enjoy a visit to the Wild Animal Sanctuary in Keensburg. We’ll take a leisurely 3-mile walk through the sanctuary to see the wonderful work that they do in rescuing large carnivores and providing a free-roaming habitat for them. Afterwards…

Lighthouse Community Service Day August 26, 2016 @ 10:30 am - 1:30 pm Join Lighthouse on its Community Service Day Since 2004 the Lighthouse Financial team has rolled up its sleeves and applied its energy to two days of volunteer service per year.  On August 26, 2016 the Lighthouse Financial team and a group of…

In observance of Labor Day, Lighthouse office will be closed and reopen September 6, 2016.

The Truth About Estate PlanningTM Series Five Ways to Estate Plan October 12, 2016   10-11:30am Workshop 1 of 3 In this foundational workshop we discuss Wills, Trusts, Powers of Attorney, Living Wills, Settlement and Probate and what happens if you don’t have any of these. RSVP to Ramona by October 5, 2016 at 303-444-1818 or…

The Truth About Estate PlanningTM Series Four Keys to an Effective Estate Plan October 26, 2016   1:30-3pm Workshop 2 of 3 In this second workshop we discuss the keys to consider when determining what type of planning is best for you. We explore the importance of personalized counselling, proper asset ownership, a formal review process…

The Truth About Estate PlanningTM Series Four Estate Planning Challenges November 9, 2016   10-11:30am Workshop 3 of 3 In this final workshop we discuss issues that are often overlooked when deciding how to plan – the importance of asset ownership and beneficiary designations, how to provide instructions for your care upon disability, taxation upon death,…