Monday - Friday 9 a.m. - 5 p.m.
Winter Park, Florida, 32789
It’s an opportunity to build community, discuss top topics within economics, the markets, political changes, etc.
Are You 30-Something to 50-ish? This financial course is purpose-built for you, and you still have time to register! The course is as easy as 2 hours on 2 days, and it might change your future in beneficial ways you didn’t even know were possible.
This course is held IN PERSON on Rollins Campus and is designed for those who are near or beginning retirement (age 50 – 70). This course contains eight individual modules: How much is enough? Tax Mitigation Lifestyle Planning Retirement Account Contributions & Distributions Rollovers and Beneficiaries Effective and Efficient Estate Planning Pensions, Social Security and Retirement Income […]
Learn 15 tax mitigation strategies to keep more of what you earn, save and invest, freshly updated for anticipated political and tax law changes. Register or more info at www.Nest-Ed.com/retire Section 1: How much is enough? Section 2: Tax Mitigation Section 3: Lifestyle Planning Section 4: Retirement Account Contributions & Distributions Section 5: Rollovers and […]
The first session for this course was on January 28. Instructors: David Witter Kellen Williams
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. The second session will be held April 29th. Learn more and register
Investing in your Health, Managing you Wealth & Finding Joy in your Life
More information coming soon. Second session is October 14th
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.
