Workshops, Webinars & Events
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March 2025
LIVE: How Tax Planning Changes through Four Stages of Retirement Sold Out
Be a part of the live audience! “On the Money!” is broadcasting LIVE from Village on the Green in Longwood with a special workshop on “How Tax Planning Changes Through Four Stages of Retirement.” Hosted By: Gary Abely CFP®, AIF® This workshop is appropriate for both current and future retirees concerned about tax planning through […]
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, […]
The Smart Retirement Blueprint: From Paychecks to Playchecks – Planning, Protecting, and Preserving Wealth
Host: Dave Balakrishnan, CFP, AIF, MBA, and Rodney Ownby, CFP, AIF, CPA What you will learn: Building a Strong Financial Foundation – Learn the key assumptions in financial planning, rate of return, inflation, life expectancy, and spending strategies. Managing Financial Behaviors – Develop a disciplined approach to spending, budgeting, and adjusting when life happens. Protecting […]
April 2025
Getting Long-Term Care Planning Right: Smart Approaches for People at All Stages
Hosted by: Charles Curry, MBA, CFP®, AIF® and Wynn Smith, CFP®, AIF®, PPC®, ChFC®, CLU® Appropriate for those concerned with the rising cost of Long-Term Care and looking for smart approaches to plan for this cost. While many people understand the basic idea that some retirees may need long-term care, planning for it is often confusing […]
Shred Event
Mark your calendars for CFG’s Shredding Event on April 26, 2025! WHAT TO KEEP AND WHAT TO THROW AWAY – OR SHRED Forever Birth Certificates Marriage Certificates Divorce Certificates Death Certificates Military Documents Immunization Record Employment Records (Why) IRA Contributions (Why) Social Security Card Tax Returns: The IRS can audit your returns from 3 years ago; […]
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.
May 2025
How Tax Planning Changes through Four Stages of Retirement
Hosted By: Dave Balakrishnan CFP®, AIF® This workshop is appropriate for both current and future retirees concerned about tax planning through your retirement years.
July 2025
Savvy IRA Planning for Boomers: Strategies to Help You Save Taxes and Get More Out of Your IRA
Hosted By: Dave Balakrishnan, CFP®, AIF® Topics discussed will be: what are the new rules regarding RMD’s? What happens to my IRA when I die? How can I minimize taxes on my withdrawals? How do RMD’s and withdrawals from my IRA affect the rest of my income tax situation? 5 “savvy” strategies for getting the […]
Tax Efficient Investing and Distribution Strategies
Presenter: Gary Abely CPA, CFP®, AIF® In this workshop, Tax Efficient Investing and Distribution Strategies, Gary Abely, CPA, CFP®, AIF® will be discussing strategies for lowering taxes in the pre and post-retirement years. After all, it’s not what you earn, but rather what you keep that is important. Topics covered will include the following: Why […]
August 2025
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, […]
Will Your Savings Last a Lifetime?
Presenter: 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.
September 2025
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, […]
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