Monday - Friday 9 a.m. - 5 p.m.
Winter Park, Florida, 32789
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 […]
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 […]
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 […]
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 […]
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 […]
Wise Wealth Strategies for Your 30s, 40s & 50s® is designed for professionals (age 35 - 50) at the peak of their income-earning years. This is a critical time for […]
More information to come. Second session August 24th.
This information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.
Join our mailing list to receive periodic updates, learn about special events and to gather information to help you plan for your desired financial outcome.
The information we collect is solely for our Newsletter Service. We value your privacy and will never share your contact information with a third party.
