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Healthcare Options in Retirement
Altamonte Springs, FL 32714 United States + Google Map
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, Aug. 25,…
Find out more »Financial Basics for Life: Strategies for Success
Altamonte Springs, FL 32714 United States + Google Map
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…
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.
Find out more »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.
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