March 31, 2023
Retirement Planning: Join Us for Nest-Ed
We invite you to join us in person or via Zoom for our NestEd Retirement Planning Course.We invite you to join us in person or via Zoom for our NestEd Retirement Planning Course.
Hosted by David Witter, CFP® and CEO, Kellen H. Williams, CFP® and Danica Bolton, M.Ed., all of Financial Harvest Wealth Advisors, (Winter Park) this 2-session course is one of Central Florida’s most popular retirement planning courses.
Custom designed for professionals ages 50 to 70, the NestEd Retirement Planning Course takes you from “talking about retirement” to authentically “planning for retirement”.
Here’s a few of the topics David, Kellen, and Danica will cover:
- How much is enough?
- Tax Mitigation
- Lifestyle Planning
- 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
REGISTER NOW at www.Nest-Ed.com/retire
Choose the timing that fits your schedule best.
- In Person Sessions: Saturday, April 22 and Saturday April 29, 2023, 9:30AM to 12:00 Noon
- Virtual Sessions: Tuesday, April 25 and Tuesday, May 2, 2023 6:30 PM to 9:30 PM
The Financial Harvest Wealth Advisory team is dedicated to helping address the unique financial planning needs of each family, business, or individual that we have the privilege to serve. Our team members are focused on client success and helping our clients realize their most significant and meaningful life goals.
