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January 2019

Financial Basics for Life: Strategies for Success

January 19, 2019 @ 9:00 am - 11:00 am
Certified Financial Group, 1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
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Appropriate for anyone interested in gaining a better understanding of investment basics, effects of compound interest on savings and debt, inflation, retirement planning, healthcare planning, and budgeting.  Other topics will include defining and giving examples of terms such as asset allocation, diversification, rebalancing, growth stocks, value stocks, mutual funds, bonds, exchange traded funds, passive and active management.  Come with questions and feel free to bring your son or daughter, grandson or granddaughter age 15 or older.

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February 2019

Healthcare Options in Retirement

February 16, 2019 @ 9:00 am - 11:00 am
Certified Financial Group, 1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
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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.

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March 2019

Will Your Savings Last a Lifetime?

March 23, 2019 @ 9:00 am - 11:00 am
Certified Financial Group, 1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
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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.

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April 2019

Countdown To Retirement

April 13, 2019 @ 9:00 am - 11:00 am
Certified Financial Group, 1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
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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…

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May 2019

Everything You Want to Know About Mutual Funds

May 18, 2019 @ 9:00 am - 11:00 am
Certified Financial Group, 1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
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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.  

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