We invite you to join us in person at Rollins College Campus or Winter Park Library for our February Financial Harvest NestEd Retirement Planning Course.
Thinking about retirement is one thing. Planning for it is another. With an uncertain economy, changing tax laws, rising healthcare costs, and social security regulations always under scrutiny, retirement planning has never been more important.
Educate Yourself Right into Lower Tax Bracket
The team at Financial Harvest Wealth Advisors invites you to two retirement planning courses hosted by David Witter, CFP®, Kellen H. Williams, CFP®, and Danica Bolton, M.Ed. The NestEd Retirement Planning Course is purposefully designed to take you from “talking about retirement” to authentically “planning for it.
You’ll Graduate with a Game Plan
In classes that are thorough yet easy to understand, you’ll learn
- How to determine how much is enough?
- Tax Mitigation Strategies
- Retirement Account Contributions & Distributions
- Rollovers and Beneficiaries
- Effective and Efficient Estate Planning
- Pensions, Social Security and Retirement Income Sources
- Investment Strategies
- Asset Protection & Longevity Planning
- Pulling It All Together
For further insights, download the complete Retirement Planning Course syllabus here.
REGISTER TODAY at www.Nest-Ed.com/retire
Saturday, January 27 & February 3 from 9:30 AM to 12:00 Noon.
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