Events

In-person and online opportunities to connect with Financial Harvest Wealth Advisors.

"Great things happen to those who don't stop believing, trying, learning, and being grateful."
-- Roy T. Bennett, author of The Light in the Heart

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photo for Revisiting Plant. Harvest. Prosper. Episode 33: Choosing Contentment or the Endless Chase for More
December 23, 2025

Revisiting Plant. Harvest. Prosper. Episode 33: Choosing Contentment or the Endless Chase for More

Revisiting Plant. Harvest. Prosper. Episode 33: Choosing Contentment or the Endless Chase for More
photo for Build a More Confident Retirement with the NestEd Planning Course
December 12, 2025

Build a More Confident Retirement with the NestEd Planning Course

Join us on the Rollins College campus for the upcoming NestEd Retirement Planning Course—a live, instructor-led program designed to help you build a clear and actionable path toward your retirement goals. Whether you are approaching retirement or laying the early groundwork, this course will equip you with the knowledge to make informed, strategic decisions.
photo for Episode 44: Building the Team: Inside Financial Harvest Wealth Advisors  
November 25, 2025

Episode 44: Building the Team: Inside Financial Harvest Wealth Advisors  

In this special episode, Kellen Williams sits down with two of our newest team members, Nici Halweg and Samson Streachek, to share what attracted them to Financial Harvest Wealth Advisors, what surprised them, and how our firm approaches client relationships with more intention, education, and long-term strategy than the industry standard.
photo for Episode 43: The Health Savings Account – The Only Triple Tax Free Account
October 31, 2025

Episode 43: The Health Savings Account – The Only Triple Tax Free Account

In this month’s episode of Plant. Harvest. Prosper., Financial Harvest Investment Advisor and Portfolio Manager Josiah Martin uncovers what might be the most underused tool in personal finance: the Health Savings Account (HSA).
photo for Episode 42: What’s Happening to Social Security?
September 30, 2025

Episode 42: What’s Happening to Social Security?

In this episode of Plant. Harvest. Prosper., Josiah Martin, Investment Advisor and Portfolio Manager at Financial Harvest Wealth Advisors, takes a closer look at the future of Social Security.
photo for Episode 41: 5 Ways to Save More Money This Year
August 29, 2025

Episode 41: 5 Ways to Save More Money This Year

In Episode 41 of Plant. Harvest. Prosper., Josiah Martin, Investment Advisor and Portfolio Manager at Financial Harvest, shares five practical strategies to help you save more of your hard-earned money and keep your financial life on track.
photo for Take Control of Your Retirement Future with the NestEd Planning Course
August 27, 2025

Take Control of Your Retirement Future with the NestEd Planning Course

Join us on the Rollins College campus for the upcoming NestEd Retirement Planning Course, presented by Financial Harvest Wealth Advisors. Whether you’re nearing retirement or just beginning to plan, this in-person course is designed to move you from uncertainty to action with sound financial strategies.
photo for Episode 40: AI vs. Human Financial Advisors: What Nobody Tells You About Robo-Advisors in 2025
July 30, 2025

Episode 40: AI vs. Human Financial Advisors: What Nobody Tells You About Robo-Advisors in 2025

In Episode 40 of Plant. Harvest. Prosper., Kellen Williams, Principal and Wealth Advisor at Financial Harvest, dives into the real capabilities of AI in wealth management and when human guidance still reigns supreme.
photo for Maximize Your Money: Wealth Strategies for Your 30s–50s
July 16, 2025

Maximize Your Money: Wealth Strategies for Your 30s–50s

Wise Wealth Strategies for Your 30s, 40s & 50s® is designed for professionals (age 35 – 50) at the peak of their income-earning years.
photo for Recording Now Available: One Big Beautiful Bill Act 2025 Key Tax Changes Webinar
July 9, 2025

Recording Now Available: One Big Beautiful Bill Act 2025 Key Tax Changes Webinar

Missed the live webinar? Want to watch it again? This recorded webinar covers what you need to know now about the One Big Beautiful Bill Act.