Monday - Friday 9 a.m. - 5 p.m.
Winter Park, Florida, 32789
It’s an opportunity to build community, discuss top topics within economics, the markets, political changes, etc.
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.
Please join us for our Tax & Estate Law Changes live video conference Wednesday, October 27th at 12noon! We have special guests Rick Pullum, President One Florida Bank, and Mitri Homsi, CPA and partner with Vestal & Wiler.
Are You 30-Something to 50-ish? This financial course is purpose-built for you, and you still have time to register! The course is as easy as 2 hours on 2 days, and it might change your future in beneficial ways you didn’t even know were possible.
Join our Coffee Club - We will briefly review the first quarter of 2022 and discuss current events in the market and economy. We plan to address concerns about inflation and answer questions to help with tax planning.
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 […]
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
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” […]
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” […]
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 […]
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 information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.
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