Events

June Coffee Club

The Coop 610 West Morse Boulevard, Winter Park, FL 32789, FL

We will discuss current events in the market and economy. We plan to address concerns about inflation and limiting your portfolios exposure to potential treats from China and Russia. Presenters: David Witter & Kellen Williams RSVP required - email at RSVP@financialharvest.com or call 407-937-0707

Wealth Creation Today – First Session

Zoom Register for Details

This online course consists of two 2-hour sessions. The second session of this course will be August 25th 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” […]

$49

Wealth Creation Today – First Session

Zoom Register for Details

This online course consists of two 2-hour sessions. The second session for this course is on August 29th 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” […]

$49

Wealth Creation Today – Second Session

Zoom Register for Details

The first session of this online course will be August 18th 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 to an integrated financial plan. Your […]

$49

Wealth Creation Today – Second Session

Zoom Register for Details

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 […]

$49

Recover Your Retirement – Second Session

Zoom Register for Details

This is an online course. The first session for this course was October 4th. Instructors: David Witter Kellen Williams

MIDTerm Check In

Zoom Register for Details

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 […]

Celebration of Gratitude

This invite-only event brings together the Financial Harvest family in a Celebration of Gratitude and a time to focus on the beneficial work of The JOBS PARTNERSHIP of Florida.

December Coffee Club

The Coop 610 West Morse Boulevard, Winter Park, FL 32789, FL

Join us for coffee as we discuss current events in the market and economy. We will address concerns about continued inflation pressure and higher borrowing costs. Coffee is on us. Feel free to bring a friend. RSVP required at RSVP@financialharvest.com or call 407-937-0707

Recover Your Retirement – First Session

Rollins College 1000 Holt Ave, Winter Park, FL

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 […]

Recover Your Retirement – First Session (Online)

Zoom Register for Details

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 & […]

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