Workshops, Webinars & Events
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May 2024
Certified Financial Group Live On-Air
Let’s chat about finances! Join us on May 4th at 9 a.m. at Village on the Green as we host a live recording of Central Florida’s most listened-to financial call-in […]
Healthcare Options in Retirement
Presenter: Gary Abely, CPA, CFP®️, AIF®️ Join us as we explore your healthcare options in retirement: Medicare, Medicaid and Long Term Care. This workshop is appropriate for Seniors confused about their […]
Social Security Planning: Basic Rules and Claiming Strategies
Hosted By: Charles Curry, MBA, CFP®, AIF® Appropriate for those planning for retirement and current retirees wanting information on the basic rules and claiming strategies around Social Security. Topics will include […]
June 2024
How Tax Planning Changes through Four Stages of Retirement
Hosted By: Matt Murphy CFP®, AIF® This workshop is appropriate for both current and future retirees concerned about tax planning through your retirement years.
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