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January 2025
Will Your Savings Last a Lifetime?

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, planning for special healthcare needs, budgeting, and calculating appropriate withdrawal rates from retirement accounts.
04 Jan
10:00 am - 12:00 pm
Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USA
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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 the basics around when should I apply for Social Security, what are my benefits, what happens if I continue to work, information on spousal benefits, […]
15 Jan
6:30 pm - 8:00 pm
Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USA
REGISTER
Healthcare Options in Retirement

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 Medicare options, those who will be Medicare eligible soon and those wanting to better understand their long term care options.  
25 Jan
10:00 am - 12:00 pm
Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USA
REGISTER
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Want to take control of your financial future? Our FREE workshops cover everything from retirement planning to Social Security strategies.