Monday - Friday 9 a.m. - 5 p.m.
Winter Park, Florida, 32789
Conducted at Rollins College 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. Tuesday, March […]
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. Time: 6:15-8:45 PM Second class is Tuesdays, February 4.
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, February 1.
This information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.
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