Loading Events

Upcoming Events

Events Search and Views Navigation

Event Views Navigation

February 2020

Will Your Savings Last a Lifetime?

February 8 @ 9:00 am - 11:00 am
Cox Media Group, 4192 N John Young Pkwy
Orlando, FL 32804 United States
+ Google Map

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.

Find out more »

Murphy & Berglund’s Seminole County Bus Tour

February 20 @ 7:30 am - 3:30 pm
Certified Financial Group, 1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
+ Google Map
Nursing Home Bus Tour Seminole County

Join us to take a tour of a variety of Skilled Nursing, Assisted Living, and Independent Living facilities in Orange County and Seminole County. Your morning will start at the law offices of Murphy & Berglund, PLLC, 1101 Douglas Ave., Suite 1006, Altamonte Springs, FL 32714. Attorney Jodi E. Murphy & Certified Financial Planner Joe Bert will accompany you on your journey around town while speaking on various elder law topics including Medicaid and VA Benefits, Estate Planning, Gurdianship and…

Find out more »

March 2020

2020 Shredding Event

March 7 @ 9:00 am - 12:00 pm
Certified Financial Group, 1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
+ Google Map
FREE
Certified Financial Group Shred Event 2020

The times have changed . . . and it’s not a good idea to just toss your ‘stuff’ into the trash anymore! The best solution is to shred everything that includes your identity information and sometimes that can be a VERY BIG TASK! CFG is here to help! Our Shredding Event has become extremely popular, so once again we’ve arranged for a huge secure shredding truck from SHRED-IT! Invite a friend to bring their shredding items too! WDBO will be onsite…

Find out more »

Healthcare Options in Retirement

March 21 @ 9:00 am - 11:00 am
Cox Media Group, 4192 N John Young Pkwy
Orlando, FL 32804 United States
+ Google Map
FREE

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.  We will also be exploring the tax planning strategies available in the early retirement years, including a discussion pertaining to the taxation of Social Security benefits.

Find out more »

April 2020

Countdown To Retirement

April 18 @ 9:00 am - 11:00 am
Certified Financial Group, 1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
+ Google Map

A checklist review for those within three years of retirement. Spend a couple hours to make sure you’re on the right track for a successful retirement. It will also be a great time to review the key components of a successful estate plan with an estate planning attorney. Attendees will receive a copy of the Countdown to Retirement checklist. Topics covered include a checklist of items to consider before saying good bye to your employer including: Social Security Claiming Strategies…

Find out more »

May 2020

Everything You Want to Know About Mutual Funds

May 16 @ 9:00 am - 11:00 am
Certified Financial Group, 1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
+ Google Map

A checklist of items to consider and review prior to purchasing a mutual fund. The importance of rebalancing, diversification and proper asset allocation will also be explained. This is not a product presentation, so leave your checkbook at home! Please call Carrie at 407-869-9800 or complete the form below to make a reservation.  Light refreshments will be provided.  

Find out more »

June 2020

Key Elements to a Successful Financial Plan

June 6 @ 9:00 am - 11:00 am
Certified Financial Group, 1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
+ Google Map

Appropriate for anyone interested in gaining an understanding of the elements that go into a properly structured financial plan.  In addition to covering financial basics, topics will include the following subject matters: Assumptions for rates of return and inflation for various investment risk tolerances. Dynamic, Realistic Budgeting. Risk Management – Life, Disability, and Death happen.  How to manage each risk without breaking the bank. Disciplined Asset Management – Do you have what it takes? Asset withdrawal rate – How much…

Find out more »
+ Export Events