Thinking about retirement is one thing. Planning is another. With new tax law changes, uncertain social security and more and more employee-directed retirement plans, the need for smart, sound strategies have never been more important.
IN PERSON on Rollins Campus and
Winter Park Community Center
In person, one one-hour session designed to build the fundamentals on prudently taking the first steps to long-term wealth!
Wise Wealth Strategies for Your 30s, 40s & 50s® is designed for professionals (age 35 – 50) at the peak of their income-earning years. This is a critical time for informed decision-making about wealth accumulation, debt management, tax mitigation, retirement planning, optimizing benefits, and being wise with family finances.
ONLINE Zoom Live Video Conference and IN PERSON Classes Offered
