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

photo for Tax Planning for Retirement
August 28, 2026

Tax Planning for Retirement

Are taxes quietly eroding your future retirement income and the assets you hope to preserve for your family’s security and legacy? In 90 focused minutes, you’ll learn how retirement income is taxed and how small decisions today shape how long your money lasts, how much after-tax income you enjoy for your lifestyle, and the legacy you can leave for loved ones.
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August 18, 2026

Join Us for September Coffee Talk

Join us for coffee and conversation as we discuss current market conditions, the upcoming mid-term elections, volatile oil prices, and the economic trends shaping today’s investment landscape.
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.
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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.
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June 6, 2025

Live Webinar: Property and Casualty Insurance

Come join us as we discuss Property and Casualty Insurance with special guest Shawna Andrews, Client Executive for Small Business & Personal Insurance at Hylant Insurance Agency.
photo for April Coffee Talk:  Perk Up Your Plan – Tax Legislation & Market Movers Unveiled 
March 24, 2025

April Coffee Talk:  Perk Up Your Plan – Tax Legislation & Market Movers Unveiled 

Whether you’ve filed your tax return or not, join us for an engaging Coffee Talk where we’ll discuss the latest news on tax legislation and key market trends. 
photo for Smart Money Moves: Wealth Strategies Seminar for Your 30s, 40s & 50s
February 4, 2025

Smart Money Moves: Wealth Strategies Seminar for Your 30s, 40s & 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 You’re Invited to February Coffee Talk
January 28, 2025

You’re Invited to February Coffee Talk

Mark your calendar, Tuesday, February 11, 2024, and join the Financial Harvest Team for Coffee Talk at The Winter Park Community Center.
photo for NestEd Prepares You for the Next Chapter: Retirement
January 9, 2025

NestEd Prepares You for the Next Chapter: Retirement

We invite you to join us for our NestEd Retirement Planning Course.
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October 4, 2024

You’re Invited to Coffee Talk

Mark your calendar, Tuesday, October 22, 2024, and join the Financial Harvest Team for Coffee Talk