Workshops, Webinars & Events
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February 2023
Six Steps to Legacy Planning for the Generations
Hosted By: Matt Murphy CFP®
The workshop will talk about some ...
11 Feb
10:30 am - 12:00 pm
Certified Financial Group1111 Douglas Ave, Altamonte Springs, FL 32714, USA
10 Essential Elements to a Successful Financial Plan
Presenters: Rodney Ownby & Dave Balakrishnan
Appropriate for anyone interested in ...
18 Feb
10:00 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 ...
22 Feb
7:00 pm - 8:00 pm
Certified Financial Group1111 Douglas Ave, Altamonte Springs, FL 32714, USA
Will Your Savings Last a Lifetime?
Presenter: Gary Abely
Appropriate for both current retirees concerned about running ...
25 Feb
9:00 am - 12:00 pm
Certified Financial Group1111 Douglas Ave, Altamonte Springs, FL 32714, USA
March 2023
Savvy Social Security Planning: What’s New With Social Security? Seven Topics to Watch in 2023
Hosted By: Matt Murphy CFP®
Most people leave money on the ...
04 Mar
10:00 am - 11:30 am
Certified Financial Group1111 Douglas Ave, Altamonte Springs, FL 32714, USA
Getting Long-Term Care Planning Right: Smart Approaches for People at All Stages
Hosted by: Charles Curry, MBA, CFP®, AIF® and Wynn Smith, CFP®, ...
22 Mar
6:30 pm - 8:00 pm
Certified Financial Group1111 Douglas Ave, Altamonte Springs, FL 32714, USA
Tax Efficient Investing and Distribution Strategies
Presenter: Gary Abely
A checklist review for those within three years ...
25 Mar
10:00 am - 12:00 pm
Certified Financial Group1111 Douglas Ave, Altamonte Springs, FL 32714, USA
April 2023
How Tax Planning Changes through Four Stages of Retirement
Hosted By: Matt Murphy CFP®
Appropriate for both current and future ...
01 Apr
10:30 am - 12:30 pm
Certified Financial Group1111 Douglas Ave, Altamonte Springs, FL 32714, USA
Savvy Cybersecurity – 10 Threats Every Person and Business Faces—and How to Protect Yourself Now
Hosted By: Charles Curry, MBA, CFP®, AIF®
Appropriate for individuals concerned with ...
19 Apr
6:30 pm - 7:30 pm
Certified Financial Group1111 Douglas Ave, Altamonte Springs, FL 32714, USA
No event found!