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 AT ROLLINS COLLEGE & WINTER PARK LIBRARY.
All tuition proceeds will go to Rollins
College, Crummer Graduate School of
Business Alumni Board.
Rollins College Campus & the Winter Park Library
“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.