Workshops, Webinars & Events

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June 2023
Savvy Social Security Planning: What’s New With Social Security? Seven Topics to Watch in 2023
Hosted By: Matt Murphy CFP®
...
03 Jun
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®, ...
07 Jun
6:30 pm - 8:00 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 ...
10 Jun
10:00 am - 12:00 pm
Certified Financial Group1111 Douglas Ave, Altamonte Springs, FL 32714, USA
Will Your Savings Last a Lifetime?
Presenter: Gary Abely CPA, CFP®, AIF®
Appropriate for both current retirees ...
24 Jun
10:00 am - 12:00 pm
Certified Financial Group1111 Douglas Ave, Altamonte Springs, FL 32714, USA
July 2023
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 Jul
6:30 pm - 7:30 pm
Certified Financial Group1111 Douglas Ave, Altamonte Springs, FL 32714, USA
Tax Efficient Investing and Distribution Strategies
Presenter: Gary Abely CPA, CFP®, AIF®
A checklist review for those ...
29 Jul
10:00 am - 12:00 pm
Certified Financial Group1111 Douglas Ave, Altamonte Springs, FL 32714, USA
No event found!