Join us in person this fall at either Rollins College Campus or Winter Park Community Center for our NestEd Retirement Planning Course, hosted by Financial Harvest Wealth Advisors.
Retirement offers the freedom to travel, explore new or old hobbies, and spend quality time enjoying the people and experiences that matter most. However, achieving a comfortable retirement takes more than just dreaming; it requires careful and strategic planning. With market uncertainties, inflation, tax law changes, rising healthcare costs, and unpredictable social security, the importance of deliberate and strategic retirement planning has never been greater.
Lower Your Tax Burden Through Education
The NestEd Retirement Planning Course is designed to move you from simply “thinking about retirement” to actively preparing for it. Led by David Witter, CFP®, Kellen H. Williams, CFP®, and Danica Bolton, CFP®, this course will equip 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
September 28 & October 5
9:30AM – 12:00PM
IN PERSON on
Rollins Campus
OR
TUESDAYS
October 1 & October 8
6:30PM – 9:00PM
IN PERSON at the
Winter Park Community Center
