Monday - Friday 9 a.m. - 5 p.m.
Winter Park, Florida, 32789
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 & […]
The first session for this course was on January 28. Instructors: David Witter Kellen Williams
This is an online course. The first session for this course was January 31. Instructors: David Witter Kellen Williams
We’d be delighted to help get your Valentine’s Day off to a sweet start. Please join us, as our guest, for good coffee and good company at The Coop. We’ll be providing you with timely insights and details on the new Secure Act 2.0, which we think will benefit almost everyone with their retirement planning […]
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. 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
Investing in your Health, Managing you Wealth & Finding Joy in your Life
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 […]
This information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.
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