Workshops, Webinars & Events

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October 2023
Getting Long-Term Care Planning Right: Smart Approaches for People at All Stages
Hosted by: Charles Curry, MBA, CFP®, AIF® and Wynn Smith, CFP®, ...
11 Oct
6:30 pm - 8:00 pm
Certified Financial Group1111 Douglas Ave, Altamonte Springs, FL 32714, USA
November 2023
How Tax Planning Changes through Four Stages of Retirement
Hosted By: Matt Murphy CFP®, AIF®
This workshop is appropriate for ...
04 Nov
10:30 am - 12:00 pm
Certified Financial Group1111 Douglas Ave, Altamonte Springs, FL 32714, USA
Social Security Planning: Basic Rules and Claiming Strategies
Hosted By: Charles Curry, MBA, CFP®, AIF®
Appropriate for those planning for ...
15 Nov
6:30 pm - 8:00 pm
Certified Financial Group1111 Douglas Ave, Altamonte Springs, FL 32714, USA
No event found!