April 2, 2024

April Retirement Planning: Nest-Ed Prepares for the Future

We invite you to join us for our NestEd Retirement Planning Course.

We invite you to join us in person at Rollins College Campus or Winter Park Library for our April Financial Harvest NestEd Retirement Planning Course.

Retirement means freedom to travel, time to take up a new (or old) hobby, and the flexibility to enjoy experiences and people in ways you’ve simply been to busy for in the past. But a comfortable retirement rarely happens without strategic planning. Add in the uncertainities of the market, inflation, changing tax laws, rising healthcare costs, and unpredictable social security, and it becomes clear: thoughtful and deliberate retirement planning has never been more important.

Educate Yourself into a Lower Tax Bracket

The NestEd Retirement Planning Course is purposefully designed to take you from “talking about retirement” to authentically “planning for it.”

The team at Financial Harvest Wealth Advisors invites you to be part of two retirement planning courses hosted by David Witter, CFP®, Kellen H. Williams, CFP®, and Danica Bolton, M.Ed.

You’ll Gain a Strategic Plan for Your Financial Future

In classes that are thorough yet easy to understand, you’ll learn

  • How do determine how much is enough?
  • Tax Mitigation Strategies
  • Retirement Account Contributions & Distributions
  • Rollovers and Beneficiaries
  • Effective and Efficient Estate Planning
  • Pensions, Social Security and Retirement Income Sources
  • Investment Strategies
  • Asset Protection & Longevity Planning
  • Pulling It All Together

For more information, download the complete Retirement Planning Course syllabus here.

REGISTER TODAY at www.Nest-Ed.com/retire
Saturday, April 20 & April 27 from 9:30 AM to 12:00 Noon.


Tuesdays, April 23 & April 30 from 6:10 PM to 8:40 PM.

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