Join us for a fun and relaxed evening of bingo, refreshments, and friendly competition! We're hosting a special Bingo Night for our clients on Thursday, July 30, from 6:30 to 8:00 PM. Guests can enjoy complimentary refreshments and light bites while playing for the chance to win a variety of prizes. Whether you are a […]
Join us for our New Client Welcome, an evening designed to help you get better acquainted with Certified Financial Group and the many services and resources available to you as a client. During this one-hour seminar, CEO and Founder Joe Bert will share more about our firm, what you can expect as a client, and […]
Hosted By: Matt Murphy CFP®, AIF® This workshop is appropriate for both current and future retirees concerned about tax planning through your retirement years.
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, […]
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.
Hosted By: Matt Murphy CFP® The workshop will talk about some of the pitfalls of not doing proper estate and legacy planning and what steps you should take to put a good legacy/estate plan in place.
Hosted By: Matt Murphy CFP®, AIF® This workshop is appropriate for both current and future retirees concerned about tax planning through your retirement years.
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, […]
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, […]
***Registration is now closed 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
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 […]
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.