Financial insights and videos to help you make wise money decisions now, and for the future.
Interview with Dan Carlin of WorldClinic Concierge Telemedicine Company – Harvesting Prosperity
We recently had the privilege of sharing an interview with Dan Carlin, MD, CEO and founder of concierge telemedicine practice WorldClinic, to get some of his insights about what’s changed, and what we can do about it to make sure we’re taking our own health and the health of our families seriously.
This is Your Personal Finance Course
Register now. Learn why, for more than a decade, students in courses taught by David Witter consistently rank his classes and his instruction as “Excellent”.
Personal Finance Course for Ages 35-50 – August 2021 Live Events
Don’t wait! August Wealth Creation Today sessions will start soon. This personal finance course is aimed at professionals ages 35-50 seeking to improve their financial literacy & strategy.
Tax & Estate Law Changes July 2021 Recorded Webinar
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.
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.
August Coffee Club: In-Person Event
Join us in person at The Coop in Winter Park, FL for a presentation on current events in the market & economy, followed by an informal discussion.
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.
Video Guide: Tax-Advantaged Strategic Charitable Giving – 3 Key Tips
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.
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.
Celebrating the July 4th Weekend
Freedom and independence for all Americans are among our great liberties to be valued and protected. The team at Financial Harvest Wealth Advisors wishes you a safe and happy July 4th holiday weekend.