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Certified Financial Group

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1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
4078699800

April 2020

Countdown To Retirement

April 18, 2020 @ 9:00 am - 11:00 am
Certified Financial Group, 1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
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A checklist review for those within three years of retirement. Spend a couple hours to make sure you’re on the right track for a successful retirement. It will also be a great time to review the key components of a successful estate plan with an estate planning attorney. Attendees will receive a copy of the Countdown to Retirement checklist. Topics covered include a checklist of items to consider before saying good bye to your employer including: Social Security Claiming Strategies…

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May 2020

Everything You Want to Know About Mutual Funds

May 16, 2020 @ 9:00 am - 11:00 am
Certified Financial Group, 1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
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A checklist of items to consider and review prior to purchasing a mutual fund. The importance of rebalancing, diversification and proper asset allocation will also be explained. This is not a product presentation, so leave your checkbook at home! Please call Carrie at 407-869-9800 or complete the form below to make a reservation.  Light refreshments will be provided.  

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