29
May
6:30 pm - 8:00 pm
Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USA

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 […] ...

2018 Year-End Tax Planning Basics
8
June
10:00 am - 11:30 am
Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USA

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. ...

Will Your Savings Last a Lifetime?
22
June
10:00 am - 12:00 pm
Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USA

Will Your Savings Last a Lifetime?

Presenter: Gary Abely CPA, CFP®, AIF® Appropriate for both current retirees concerned about running out of money and those currently planning for retirement. Topics will include investment basics, tax planning, […] ...

Estate Planning in Orlando
13
July
10:00 am - 11:30 am
Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USA

Six Steps to Legacy Planning for the Generations

Hosted By: Matt Murphy CFP® The workshop will talk about some of the pitfalls of not doing proper estate and legacy planning and what steps you should take to put […] ...

27
July
10:00 am - 12:00 pm
Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USA

Tax Efficient Investing and Distribution Strategies

Presenter: Gary Abely CPA, CFP®, AIF® In this workshop, Tax Efficient Investing and Distribution Strategies,  Gary Abely, CPA, CFP®, AIF® will be discussing strategies for lowering taxes in the pre […] ...

28
August
6:30 pm - 8:00 pm
Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USA

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 […] ...

2018 Year-End Tax Planning Basics
14
September
10:00 am - 11:30 am
Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USA

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. ...

2
October
6:30 pm - 8:00 pm
Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USA

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 […] ...

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