United States Capitol Building, on Capitol Hill in Washington DC
7
December
10:00 am - 11:30 am
Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USA

The New Retirement Rules: Understanding Secure Act 2.0

Presenters: Dave Balakrishnan Whether you are a Boomer or Gen X’er focused on retirement, Millennials or Gen Z’ers who will be the recipients of a great wealth transfer in the coming decades, The SECURE Act 2.0 passed in Dec 2022 has something in it for you. More ways to save for your retirement. New Rules […] ...

Savvy Social Security Planning for Couples
14
December
10:00 am - 11:30 am
Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USA

Savvy Social Security Planning for Couples

Hosted By: Dave Balakrishnan, CFP®, AIF®, MBA Topics covered: The Social Security decisions you and your spouse make when you are in your 60s will determine the amount of total income you will receive over your lifetime—including the lifetime of the spouse who lives the longest. Come learn about some little-known rules that can help […] ...

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Due to the inclement weather anticipated in our area from Hurricane Milton our home office in Altamonte Springs is closed Wednesday - Friday, October 9th-11th.  During this time, clients may access their accounts by contacting the custodian directly or other such third parties as they receive statements from as well.  Please check back for updates