Workshops, Webinars & Events
Monthly Weekly Daily List Grid Tile
March 2024
Tax Efficient Investing and Distribution Strategies
Presenter: Gary Abely CPA, CFP®, AIF® In this workshop, Tax Efficient Investing and Distribution Strategies, Gary Abely, CPA, CFP®, AIF® will be discussing strategies for lowering taxes in the pre […]
23 Mar
10:00 am - 12:00 pm
580 WDBO4192 N John Young Pkwy, Orlando, Florida
May 2024
Social Security Planning: Basic Rules and Claiming Strategies
Hosted By: Charles Curry, MBA, CFP®, AIF® Appropriate for those planning for retirement and current retirees wanting information on the basic rules and claiming strategies around Social Security. Topics will include […]
29 May
6:30 pm - 8:00 pm
Certified Financial Group1111 Douglas Ave, Altamonte Springs, FL 32714, USA
No event found!