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Winter Park, Florida, 32789
An on-demand webinar, chockfull of financial insights and guidance that is helpful for all and especially impactful for young adults who are transitioning into independent living—aka—“adulting”.
Watch the video replay and learn about 529 Plans, Florida Prepaid, and the top 21 most-asked questions about funding college education, private school, and more.
In 8 minutes, David Witter answers: What happened at SVB? Should we be concerned about Charles Schwab? How do you protect your retirement savings and finances?
From our families, to all of yours, we wish you a bright and blessed Christmas and a happy and prosperous New Year.
In an inflationary economy, with the added impact of wartime and high oil prices, many people are asking, “Should I adjust my investments?”
We know the question of what high inflation means to investments is likely to be on your mind because it is on almost everyone’s mind these days. We are indeed hearing this question here at Financial Harvest, as people ask, “What does high inflation mean to investments?”
If you joined us last Wednesday, October 27 for the Tax and Estate Law webinar, thank you so much! And also our thanks to special guests Rick Pullum, President, One
In this recorded tax webinar, David Witter, Carol Felsing, and Andrew Thompson share insights on pending & proposed changes to multiple tax & estate laws as well as how to prepare.
Strategic charitable giving starts with understanding exactly what options you have when it comes to contributing to causes & organizations in a tax-advantaged way. Find out why direct cash donations aren’t the smartest way you can give.
Earlier this year, we invited Dan Harris, attorney and partner at Shuffield Lowman, for a Virtual Coffee Talk. During the discussion, we looked at what you can be doing in
This information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.
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