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 […]

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 […]

Free
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