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 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It’s never too early, or too late, to gain clarity and confidence in your retirement planning.
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.
In today’s economic environment, planning for retirement means navigating much more than just savings goals. With shifting tax policies, market volatility, inflation, healthcare expenses, and questions around Social Security, building a reliable roadmap is more important than ever.
Empower Yourself Through Expert-Led Education
Led by David Witter, CFP®, Kellen H. Williams, CFP®, and Danica Bolton, CFP®, the NestEd Retirement Planning Course offers more than just information—it offers real-world strategies to help you take ownership of your financial future.
Topics We’ll Cover:
- How to determine how much is enough for your retirement
- Smart tax mitigation approaches
- Retirement account strategies from contributions to distributions
- Rollovers and beneficiary planning essentials
- Building an effective estate plan
- Understanding income streams: pensions, Social Security, and beyond
- Protecting your investments and assets
- Longevity planning and leaving a legacy
Take this opportunity to step into your next chapter with purpose and peace of mind.
Join us IN PERSON at Rollins College
Saturdays | September 27 & October 4 | 9:30AM-12:00PM
OR
Tuesdays | September 30th & October 7th | 6:15PM-8:45PM
The Financial Harvest Wealth Advisory team is dedicated to helping address the unique financial planning needs of each family, business, or individual that we have the privilege to serve. Our team members are focused on client success and helping our clients realize their most significant and meaningful life goals.
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