FOR PROFESSIONALS AGE 35 TO 50
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.
"He knows his stuff!" – Clark D.
What makes Wise Wealth Strategies for Your 30s, 40s & 50s® one of the area’s most anticipated retirement courses for Gen X, Xennials and early Millennials? It has a lot to do with David Witter, a highly rated and experienced retirement course instructor at Rollins. Over the last 12 years, he’s earned a student rating of 'excellent' 98% of the time while teaching his sister-course, Retirement Planning today®. David shares estate planning fundamentals, a wealth accumulation formula and 14 strategies on how to save money on taxes with 2018 tax reform. 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
If you're like most experienced professionals, you’re concerned about building a large enough nest egg during your peak working years to maintain your lifestyle during decades of retirement. Here’s a list of what you’ll learn by registering today.
To receive the complete course brochure for Wise Wealth Strategies for Your 30s, 40s & 50s email the instructor 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
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WINTER PARK LIBRARY
WINTER PARK LIBRARY
1052 W Morse Blvd | Winter Park, FL 32789
“I have a loved-one who was financially devastated through
litigation. This class teaches you how to protect your assets.”
– Gabriela C