Monday - Friday 9 a.m. - 5 p.m.
Winter Park, Florida, 32789
Conducted at Winter Park Library Thinking about retirement is one thing. Planning is another. With new tax law changes, uncertain social security and more and more employee-directed retirement plans, the need for smart, sound strategies have never been more important. Time: 6:10-8:40PM Second class is Tuesday, April 30
Conducted at Rollins College Thinking about retirement is one thing. Planning is another. With new tax law changes, uncertain social security and more and more employee-directed retirement plans, the need for smart, sound strategies have never been more important. Second class is Saturday, April 27
Wise Wealth Strategies for Your 30s, 40s & 50s® is designed for professionals (age 35 - 50) at the peak of their income-earning years. This is a critical time for informed decision-making about wealth accumulation, debt management, tax mitigation, retirement planning, optimizing benefits, and being wise with family finances. Second session March 4th.
This information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.
Join our mailing list to receive periodic updates, learn about special events and to gather information to help you plan for your desired financial outcome.
The information we collect is solely for our Newsletter Service. We value your privacy and will never share your contact information with a third party.
