FOR PROFESSIONALS AGE 50 TO 70
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.
"He knows his stuff!" – Clark D.
Why are so many of your neighbors recommending this course? It has a lot to do with David Witter, a highly experienced registered Investment Advisor. Over the last 12 years, he’s earned a student rating of 'excellent' 98% of the time. David shows you how to save money on taxes, manage investment risks, and protect your assets from potential long-term health care expenses. He even goes over “life planning,” by helping you clarify goals, values, and priorities before developing a personalized financial plan.
INSTRUCTOR
David A. Witter, CFP®
Founder & CEO
Financial Harvest
Wealth Advisors
Building a nest egg? Need to protect your assets? Concerned with preserving your lifestyle?
Here’s a list of what you’ll learn by registering today.
Download the complete Retirement Planning Course syllabus here.
“Every year, we pay a lot in taxes. Now that we know how to keep
more of what we earn, there’s more to save and invest. This class
pays for itself and then some.”
– Craig L
Take the First Step. Register Now to
Select Dates and Reserve Your Seat.
CLASSES TRADITIONALLY HELD ON ROLLINS COLLEGE CAMPUS
All tuition proceeds will go to Rollins
College, Crummer Graduate School of
Business Alumni Board.
IN PERSON on Rollins College campus
“I have a loved-one who was financially devastated through
litigation. This class teaches you how to protect your assets.”
– Gabriela C
Current course dates don’t work?
We’ve got you covered! Click here to receive future education offers as well as select white papers on retirement planning topics.