Workshops, Webinars & Events
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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 radio show hosted by the Certified Financial Group. Be our guest as we listen, learn, and participate in the live Q&A discussion. Be sure to […]
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 Medicare options, those who will be Medicare eligible soon and those wanting to better understand their long term care options.
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 the basics around when should I apply for Social Security, what are my benefits, what happens if I continue to work, information on spousal benefits, […]
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.
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