Monday - Friday 9 a.m. - 5 p.m.
Winter Park, Florida, 32789
The years between 35 and 50 can be some of the most fulfilling in your life. But it’s also a critical time to make sure you are on top of personal wealth-building strategies. Instead of guessing or gambling with your future and security, and that of your family, we invite you to be part of a highly informative Personal Finance Course.
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 […]
If you are a female between the ages of 25-40 who wants to either begin building your financial foundation or strengthen the knowledge you already have, this course is for you! You will learn how to review your current financial standing and develop SMART goals for your future as well as strategies for success. This […]
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
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 session on May 2nd. Learn more and register
This course is designed for rising high school juniors and seniors as they begin considering their post -graduation options. Participants will have an opportunity to dive deeper in exploring their purpose, passions, and talents with activities to trigger thinking on their next steps. They will also be introduced to career and education options to consider. […]
This one-session course is designed for young adults who are ready to launch their career and are eager to be successful & wise with their finances. Participants will have an opportunity to discover or confirm their talents and passions, learn how to network effectively, prepare to shine in interviews, and gain a fundamental understanding of […]
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 section will be August 22. […]
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 section will be August 28. […]
Conducted at Winter Park Library 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 […]
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
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
This information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.
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