Monday - Friday 9 a.m. - 5 p.m.
Winter Park, Florida, 32789
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 is an online course. The first session for this course was October 4th. Instructors: David Witter Kellen Williams
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 information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.
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