Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USAShred Event
Mark your calendars for CFG’s Shredding Event on May 2, 2026! Join us on Saturday, May 2nd, from 9:00 am – 12:00 pm, for a free shred event, hosted at […] ...
Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USAWill 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, […] ...
Village On the Green
500 Village Place, Wekiwa Springs, FL 32779Tax Efficient Investing and Distribution Strategies
Presenter: Justin Spitler CFP®, AIF® In this workshop, Tax Efficient Investing and Distribution Strategies, Justin Spitler CFP®, AIF® will be discussing strategies for lowering taxes in the pre and post-retirement […] ...
Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USASocial 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 […] ...
Village On the Green
500 Village Place, Wekiwa Springs, FL 32779Tax Efficient Investing and Distribution Strategies
Presenter: Justin Spitler CFP®, AIF® In this workshop, Tax Efficient Investing and Distribution Strategies, Justin Spitler CFP®, AIF® will be discussing strategies for lowering taxes in the pre and post-retirement […] ...
