April 18, 2022

Retirement Planning Today

The Retirement Planning Today course is designed for those who are near or beginning retirement (age 50 – 70).

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


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


IN PERSON on Rollins Campus

April 23rd & April 30th


VIRTUAL, Live Zoom video conference

April 26th & May 3rd

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.

1 Step 1

Subscribe to Harvesting Prosperity Newsletter

reCaptcha v3

Upcoming Events

Gain Confidence and Peace of Mind

Free Second Opinion

The team at Financial Harvest invites you to get the answers you need for sound and confident decision making.

We invite you to a free, no strings attached, Second Opinion Financial Checkup.

Skip to content