Loading Events

← Back to Events

Certified Financial Group

+ Google Map
1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
4078699800

September 2019

Everything You Want to Know About Mutual Funds

September 21 @ 9:00 am - 11:00 am
Certified Financial Group, 1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
+ Google Map

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.  

Find out more »

October 2019

Healthcare Options in Retirement

October 19 @ 9:00 am - 11:00 am
Certified Financial Group, 1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
+ Google Map
FREE

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.  We will also be exploring the tax planning strategies available in the early retirement years, including a discussion pertaining to the taxation of Social Security benefits.

Find out more »

November 2019

Countdown To Retirement

November 16 @ 9:00 am - 11:00 am
Certified Financial Group, 1111 Douglas Avenue
Altamonte Springs, FL 32714 United States
+ Google Map

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…

Find out more »
+ Export Events