Social Security Planning: Basic Rules and Claiming Strategies

Certified Financial Group 1111 Douglas Ave., Altamonte Springs, FL, United States

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, […]

RSVP Now Free 39 spots left

Tax Efficient Investing and Distribution Strategies

Presenter: Gary Abely CPA, CFP®, AIF® In this workshop, Tax Efficient Investing and Distribution Strategies,  Gary Abely, CPA, CFP®, AIF® will be discussing strategies for lowering taxes in the pre and post-retirement years.  After all, it’s not what you earn, but rather what you keep that is important. Topics covered will include the following: Why […]

RSVP Now Free 40 spots left
Translate »

Schedule A Virtual Meeting From Anywhere In The World