Lineweaver financial group events

Lineweaver Financial Group is dedicated to delivering informative events that leave our clients and guests educated on the financial topics they care about, such as planning for retirement, health insurance, tax tips and more. Join us for a fun, relaxing and educational evening- and bring a friend! You never know when you might learn something new!



How Can the New Trump Tax Plan Affect Your Social Security Benefits?

2019 is setting up to be a tumultuous year for Social Security. New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Often, you must find out the information on your own.  This Educational Social Security Class at Cleveland State’s Westlake Campus will be offered by one of Cleveland’s Top 10 Financ...

Trump's New Tax Plan - Help or Hindrance in Your Retirement?

This discussion will be presented by Cleveland’s own Financial Quarterback!20, Jim Lineweaver, CFP® AIF®, Founder and President of Lineweaver Financial Group, and top advisor Hugo Souza. Get answers to questions like: How might the markets react to lower tax plans? What are the key differences between the new and old plans, and how do they affect your retirement accounts? How can you help protect your retirement assets from new market volatility? How can you benefit from the new standard d...

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