Monday - Friday 9 a.m. - 5 p.m.
Winter Park, Florida, 32789
This online course consists of two 2-hour sessions. The first session for this course is August 23rd at the same time and online. Nearly every successful professional could benefit from increased financial fluency. Whether you are a corporate veteran, business owner, high-powered consultant, or independently wealthy, Wealth Creation Today® uses a comprehensive “big picture” approach […]
This is an online course. The first session for this course was October 4th. Instructors: David Witter Kellen Williams
MARKET VOLATILITY + INFLATION + DIMENSIONAL DIFFERENCE The market and the economy couldn’t seem more confusing and unsettling than they are now. Gain clarity, new insights, and peace of mind by joining our MidTerm Financial Check In. Host Kellen Williams, CERTIFIED FINANCIAL PLANNER ™ will be interviewing David Witter, CERTIFIED FINANCIAL PLANNER ™ and CEO […]
This is an online course. 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 & […]
This is an online course. The first session for this course was January 31. Instructors: David Witter Kellen Williams
More information coming soon. Second course is February 23rd.
More information to come. Second course is February 28th.
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
More information to come. Second session August 24th.
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. […]
More information coming soon. Second session is October 17th.
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.
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