Workshops, Webinars & Events
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April 2024
Shred Event
Mark your calendars for CFG’s Shredding Event on April 20, 2024! WHAT TO KEEP AND WHAT TO THROW AWAY – OR SHRED Forever Birth Certificates Marriage Certificates Divorce Certificates Death Certificates […]
20 Apr
9:00 am - 12:00 pm
Certified Financial Group1111 Douglas Ave, Altamonte Springs, FL 32714, USA
May 2024
Certified Financial Group Live On-Air
Let’s chat about finances! Join us on May 4th at 9 a.m. at Village on the Green as we host a live recording of Central Florida’s most listened-to financial call-in […]
04 May
8:45 am - 11:00 am
Village On the Green500 Village Place, Wekiwa Springs, FL 32779
Six Steps to Legacy Planning for the Generations
Hosted By: Matt Murphy CFP® The workshop will talk about some of the pitfalls of not doing proper estate and legacy planning and what steps you should take to put […]
11 May
10:00 am - 12:00 pm
Certified Financial Group1111 Douglas Ave, Altamonte Springs, FL 32714, USA
Healthcare Options in Retirement
Presenter: Gary Abely, CPA, CFP®️, AIF®️ Join us as we explore your healthcare options in retirement: Medicare, Medicaid and Long Term Care. This workshop is appropriate for Seniors confused about their […]
18 May
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 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
June 2024
How Tax Planning Changes through Four Stages of Retirement
Hosted By: Matt Murphy CFP®, AIF® This workshop is appropriate for both current and future retirees concerned about tax planning through your retirement years.
08 Jun
10:00 am - 11:30 am
Certified Financial Group1111 Douglas Ave, Altamonte Springs, FL 32714, USA
No event found!