Retirement Planning OrlandoDate: Tuesday, January 6, 2018, 9:00 – 11:00 a.m.
Hosted By: Gary Abely, CPA, CFP®, AIF®

Appropriate for both current retirees concerned about running out of money and those currently planning for retirement. Topics will include investment basics, tax planning, planning for special healthcare needs, budgeting, and calculating appropriate withdrawal rates from retirement accounts.

Please contact Carrie at 407-869-9800 or complete the form below to make a reservation.  Light refreshments will be provided.

Where: 1111 Douglas Avenue, Altamonte Springs, Florida

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Due to the inclement weather anticipated in our area from Hurricane Milton our home office in Altamonte Springs is closed Wednesday - Friday, October 9th-11th.  During this time, clients may access their accounts by contacting the custodian directly or other such third parties as they receive statements from as well.  Please check back for updates