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Winter Park, Florida, 32789
NFL Agent and business owner Joshua Grady discusses why having a professional team is important for pro athletes and NIL student-athletes and how it even relates to your personal wealth planning.
While some professionals may market themselves as financial planners, only a credentialed financial professional who has met the rigorous requirements and successfully passed the CFP® exam qualifies to be recognized as a CERTIFIED FINANCIAL PLANNER™ .
Banking concerns and how you can sort through the news hype, understand the actual causes of the bank collapse, and then protect yourself and your personal finances.
There is still time to join us in person or via Zoom for our NestEd Retirement Planning Course.
There’s still time to be part of Coffee Talk at The Coop with the team from Financial Harvest. 8:15 AM, Tuesday, April 18, 2023.
Mark your calendar, Tuesday, April 18, 2023, and join the Financial Harvest Team for Coffee Talk
David, Katie and the team at Financial Harvest Wealth Advisors wish you and your family a happy, blessed Easter.
We invite you to join us in person or via Zoom for our NestEd Retirement Planning Course.
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?
Welcome to Episode 15 of the Plant Harvest, Prosper Podcast with host Kellen Williams, CERTIFIED FINANCIAL PLANNER™. As with every episode of our podcast, we focus on helping our listeners make wise decisions with their money and encouraging them to live purposefully toward prosperity. In this episode, we look at how to fund education or college effectively, efficiently, and with flexibility. We’ll also discuss the recent passing of Secure Act 2.0 and how it impacts educational savings.
This information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.
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