Tomorrow: nested summer 2023 - leaving the nest

TOMORROW: NestEd Summer 2023 – Leaving the Nest

Do you have young adult children in high school or recently graduated? Please join us for our upcoming virtual workshop, "Leaving the Nest", that will help them to be prepared for the next stage in their life, get ahead of the game, and build financial literacy background.
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Crown of life_ financial advisory for athletes

Financial Harvest Adds Financial Advisory for Athletes

Financial Harvest Wealth Advisors announces the expansion of its personalized financial services, adding wealth management and financial planning to specifically serve the unique needs of professional athletes. The sports advisory, Crown of Life Advisors, is jointly owned by Financial Harvest, LLC, and Kellen H. Williams.
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Funding education

Strategies for Funding Education Webinar

Whether you are just getting started with your education funding, getting ready to distribute funds or have education funds leftover, this conference is for you! Join David Witter, CFP© and Kellen Williams, CFP© as they dive deep into the best practices and nuances of how to best utilize 529 plans to fund education for your loved ones.
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