Financial Harvest Wealth AdvisorsFinancial Harvest Wealth AdvisorsFinancial Harvest Wealth Advisors
Monday - Friday 9 a.m. - 5 p.m.
Winter Park, Florida, 32789

Webinar

Events
David Witter

NestEd – Learning to Fly

Join us on Tuesday, 7/27 and Thursday, 7/29 for a two-session course that is designed for young adults who are ready to launch their career and are eager to be successful & wise with their finances.

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Events
David Witter

TODAY: NestEd Summer 2021 – Leaving the Nest

Do you have young adult children in high school or recently graduated? Please join us for our upcoming virtual workshop TUESDAY, JULY 20 from 7:00pm – 8:00pm, “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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learning to fly
Events
Financial Harvest Team

Ready to Learn Wealth Building Fundamentals? Join Us for Learning to Fly

You’re invited to spend Tuesday, July 27, and Thursday July 29, from 6:30 to 8:00 PM learning how to define your passion, nail your next job interview, master wealth building fundamentals, and so much more. This is your chance to get real-world answers and meaningful insights about many of the issues you’re facing as a young adult who is transitioning into career and financial independence.

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Video
David Witter

Important Insights You May Have Missed: New Changes in Place and On The Way
a Previously Recorded Webinar

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 the face of recent, and upcoming, legal, economic, and social changes. Now, months later, the insights we discussed remain timely and helpful, especially given the uncertainties of projected impending changes to federal income tax code. In this live Zoom event recording, we assess case studies to help build relevance to your situation. The case studies are designed to address how the Coronavirus Aid, Relief, and Economic Security Act, (CARES ACT), Setting Every Community

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Investing Post Pandemic Financial Harvest Wealth Advisors
Events
David Witter

Investing Post Pandemic Lunch Chat: Join Us!

You’re invited to join us for our April Virtual Lunch Chat. Our topic will be “Investing Post Pandemic.” Presented by Financial Harvest Wealth Advisors and Dimensional Fund Advisors, this informative and casual lunch and learn will be held April 8, 2021, 12:00PM to 1:PM Eastern time.

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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 in 2021. We invite you to a free, no strings attached, Second Opinion Financial Checkup.
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 in 2021. We invite you to a free, no strings attached, Second Opinion Financial Checkup.
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.