Latest Past Events

How Tax Planning Changes Through the 4 Stages of Retirement

Certified Financial Group 1111 Douglas Ave., Altamonte Springs

Hosted By: Matt Murphy CFP®, AIF® This workshop is appropriate for both current and future retirees concerned about tax planning through your retirement years.

Free

Social Security Planning: Basic Rules and Claiming Strategies

Certified Financial Group 1111 Douglas Ave., Altamonte Springs

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, […]

Free

Healthcare Options in Retirement

Certified Financial Group 1111 Douglas Ave., Altamonte Springs

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.

Free