Workshops, Webinars & Events

October 2023

Long-Term Care

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 Group

1111 Douglas Ave, Altamonte Springs, FL 32714, USA

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November 2023

2018 Year-End Tax Planning Basics

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 Group

1111 Douglas Ave, Altamonte Springs, FL 32714, USA

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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 Group

1111 Douglas Ave, Altamonte Springs, FL 32714, USA

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