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July 2019
Countdown To Retirement
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 »August 2019
Financial Basics/Key Elements to a Successful Financial Plan
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 »September 2019
Will Your Savings Last a Lifetime?
Altamonte Springs, FL 32714 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 »Everything You Want to Know About Mutual Funds
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.
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