There is still time 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”.
Thinking about retirement is one thing. Planning is another. With new tax law changes, uncertain social security and more and more employee-directed retirement plans, the need for smart, sound strategies have never been more important.
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 to save your spot 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
