Monday - Friday 9 a.m. - 5 p.m.
Winter Park, Florida, 32789
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 August 27th.
LIVE WEBINAR Come join us as we discuss “The Dimensional Difference” with special guest Wes Crill, PhD, Senior Investment Director & VP at Dimensional Fund Advisors (DFA). DFA has a long history of delivering premiums to investors that often exceed market returns. Many ask, “how do they do it?” We will have open Q&A and […]
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, October 5.
Conducted at Winter Park Community Center 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: 6:30-9:00PM Second class is Tuesdays, October 8.
Embrace the changing seasons... and discuss the current market landscape! We’ll briefly explore how upcoming elections and declining interest rates may impact the economy and the approaching tax reform sunset. It’s the perfect opportunity to stay informed, sip coffee, and engage in thoughtful conversation. Guests are welcome! RSVP required RSVP@financialharvest.com 407-937-070
Invite only
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.
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.
Please join us as we help answer the following questions: Is your investment strategy ready to weather political and economic changes? Are headlines driving your investment decisions? How resilient is the market, really? Why is staying invested better than timing the market? What drives markets to bounce back? What actionable strategies can you use to […]
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. Thursday, February 27 from 6:15-8:45pm Second […]
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 […]
Perk Up Your Plan: Tax Legislation & Market Movers Unveiled Whether you’ve filed your tax return or not, join us for an engaging Coffee Talk where we’ll discuss the latest news on tax legislation and key market trends. Is inflation coming back? What about a recession and/or stagflation? How can the last 25 years provide […]
This information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.
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