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Will Your Savings Last a Lifetime?

December 1 @ 9:00 am - 11:00 am

Appropriate for both current retirees concerned about running out of money and those currently planning for retirement. Topics will include investment basics, tax planning, planning for special healthcare needs, budgeting, and calculating appropriate withdrawal rates from retirement accounts.

Please contact Carrie at 407-869-9800 or complete the form below to make a reservation.  Light refreshments will be provided.

***This workshop is full. Feel free to fill out the form below to be added to our waitlist.***

Details

Date:
December 1
Time:
9:00 am - 11:00 am
Event Category:

Organizer

Gary Abely, CPA,  CFP®, AIF®
Phone:
4078699800

Venue

Certified Financial Group
1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
+ Google Map
Phone:
4078699800