Monday - Friday 9 a.m. - 5 p.m.
Winter Park, Florida, 32789
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 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.
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
More information coming soon. First course was February 16th.
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 […]
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.
This information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.
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