March 22, 2024
Spring has sprung and so has a new Coffee Talk!
Join us for Coffee Talk at the Winter Park Community Center with the team from Financial Harvest. 8:15 AM, Tuesday, April 16, 2024.You are invited to join us for Coffee Talk at the Winter Park Community Center with the team from Financial Harvest.
8:15 AM, Tuesday, April 16, 2024.
Whether you’ve filed your tax return or your extension, let’s have coffee and celebrate!
Join us for coffee and an information-rich conversation as we look at ways to gift stock, life insurance, homes, and more to loved ones, along with the tax benefits of each strategy. The Financial Harvest Wealth Advisors team will also discuss the four ways to give to charity while you are still living, PLUS the best way to include gifts to charities in your estate planning.
RSVP is required.
RSVP@financialharvest.com or call 407-937-0707.
We really hope you’ll be joining us!
Tuesday, April 16, 2024
8:15 AM | The Winter Park Community Center
721 W. New England Ave., Winter Park, 32789
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.
