Events

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October 2024

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, […]
02 Oct
6:30 pm - 8:00 pm
Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USA
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IRA

Savvy IRA Planning for Boomers: Strategies to Help You Save Taxes and Get More Out of Your IRA

Hosted By: Dave Balakrishnan, CFP®, AIF® Topics discussed will be: what are the new rules regarding RMD’s?  What happens to my IRA when I die?  How can I minimize taxes on my withdrawals?  How do RMD’s and withdrawals from my IRA affect the rest of my income tax situation?  5 “savvy” strategies for getting the […]
12 Oct
10:00 am - 11:30 am
Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USA
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November 2024
United States Capitol Building, on Capitol Hill in Washington DC

The New Retirement Rules: Understanding Secure Act 2.0

Presenters: Matt Murphy 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 […]
09 Nov
10:00 am - 11:30 pm
Certified Financial Group
1111 Douglas Ave, Altamonte Springs, FL 32714, USA
REGISTER
December 2024
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