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August 2018

Healthcare Options in Retirement

August 25 @ 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. Our workshop is full, but please consider our Saturday, Nov. 3,…

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September 2018

Financial Basics for Life: Strategies for Success

September 8 @ 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. Please contact Carrie at 407-869-9800…

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October 2018

Countdown To Retirement

October 6 @ 9:00 am - 11:00 am
Certified Financial Group, 1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
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Date: Saturday, October 6, 2018, 9:00 a.m. – 11:00 a.m. Hosted By: Gary Abely, CPA, CFP®, AIF® and Jodi Murphy, J.D. 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.…

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December 2018

Will Your Savings Last a Lifetime?

December 1 @ 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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