Events

NestEd Summer 2021 – Leaving the Nest

Zoom Register for Details

Do you have young adult children in high school or recently graduated? Please join us for our upcoming virtual workshop TUESDAY, JULY 20 from 7:00pm – 8:00pm, “Leaving the Nest”, that will help them to be prepared for the next stage in their life, get ahead of the game, and build financial literacy background.

$15.00

Tax & Estate Law Changes Webinar

Zoom Register for Details

Learn how to prepare now to be successful with expected tax and estate law changes at our LIVE video lunch panel chat on Wednesday, July 21, 12:00-12:45PM

NestEd – Learning to Fly

Join us on Tuesday, 7/27 and Thursday, 7/29 for a two-session course that is designed for young adults who are ready to launch their career and are eager to be successful & wise with their finances.

Personal Finance Course for Ages 35-50 – August 2021 Live Events

Zoom Register for Details

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.

Personal Finance Course for Ages 35-50 – August 2021 Live Events

Zoom Register for Details

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.

Personal Finance Course for Ages 35-50 – August 2021 Live Events

Zoom Register for Details

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.

August Coffee Club: In-Person Event

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

It’s an opportunity to build community, discuss top topics within economics, the markets, political changes, etc.

Personal Finance Course for Ages 35-50 – August 2021 Live Events

Zoom Register for Details

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.

Tax and Estate Law Changes

Zoom Register for Details

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.

This is Your Personal Finance Course

Zoom Register for Details

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.

$49
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