Retirement Planning Today

Retirement planning today

There is still time to register for this course!

The Retirement Planning Today course is held IN PERSON on Rollins Campus and is designed for those who are near or beginning retirement (age 50 – 70).

This course contains eight individual modules:

  • 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

Instructors

Retirement planning today
David A. Witter, CFP®, CSP®
Retirement planning today
Kellen H. Williams, CFP®
Retirement planning today
Danica N. Bolton, M.Ed.

Dates

IN PERSON on Rollins Campus


Saturdays
April 23rd & April 30th
9:30am-12:00pm


OR

VIRTUAL, Live Zoom video conference


Tuesdays
April 26th & May 3rd
6:30pm-9:00pm

Registrants may bring one guest/spouse at no additional charge.

Once registered, we will email you a confirmation letter and instructions for locating the classroom on Rollins College campus.

Financial Harvest Wealth Advisors creates a safe environment in our office for visiting clients by practicing social distancing, wearing masks, and we have installed UV lights in our A/C system. Or, we'll work with you via Zoom or telephone conference. Your health, well-being, and peace of mind is our primary concern. 
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