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 Florida Bank, and Mitri Homsi, CPA and Partner at Vestal Wiler. We were able to cover a lot of information about how pending tax and estate law changes will impact you, along with some recommendations for what you can be doing now to prepare for these changes. Every person’s financial needs and objectives are unique. We’d love to speak with you about your specific situation and the effects the proposed
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.
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.
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.
Learn how to prepare now to be successful with expected tax & estate law changes at our LIVE video lunch panel chat on Wednesday, July 21, 12:00-12:45PM.
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
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.