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August 2019

Financial Basics/Key Elements to a Successful Financial Plan

August 24 @ 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 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…

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September 2019

Will Your Savings Last a Lifetime?

September 14 @ 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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