Join us in person at Rollins College Campus for our NestEd Retirement Planning Course, hosted by Financial Harvest Wealth Advisors.
Retirement is an opportunity to take the trip on your bucket list, pursue hobbies, and enjoy meaningful experiences with loved ones. However, creating a comfortable retirement requires more than just aspirations—it takes strategic planning. Unpredictable variables like market fluctuations, inflation, changing tax laws, rising healthcare costs, and social security uncertainties make careful preparation more essential than ever.
Lower Your Tax Burden Through Education
The NestEd Retirement Planning Course is built to take you from simply “thinking about retirement” to actually preparing for it. Led by David Witter, CFP®, Kellen H. Williams, CFP®, and Danica Bolton, CFP®, this course will provide you with the knowledge and tools to create a solid financial future.
What You’ll Learn:
• How to determine “your number” is enough?
• Tax mitigation strategies
• Retirement account contributions and distributions
• Rollovers and beneficiary planning
• Effective estate planning
• Income sources: Pensions, Social Security, and more
• Investment and asset protection strategies
• Longevity and legacy planning
Join us and take the first step toward a well-planned and secure retirement!
SATURDAYS
January 25 & February 1
9:30AM – 12:00PM
IN PERSON on
Rollins Campus
OR
TUESDAYS
January 28 & February 4
6:15PM – 8:45PM
IN PERSON on
Rollins Campus
