Start Your Weekend 'On The Money'
Join Aaron Bert CFP® and Joe Bert CFP®
on NEWS 96.5 FM as they take your calls
and provide expert answers to your questions. 
PLUS, time permitting, they'll be discussing:

"Finding Missing Money in Forgotten 401(k)s"

Submit your questions to:  1-844-220-0965
Miss a program? Click here to  listen to recent programs . 
This Week's Must Read

Women today have never been in a better position to achieve financial security for themselves and their families. What financial course will you chart?
Don't miss these FREE Financial Workshops!
All workshops are hosted at our offices in Altamonte Springs, and include light refreshments. 
Healthcare Options in Retirement
Saturday, August 25, 2018, 9:00 a.m. – 11:00 a.m.
Hosted By: Gary Abely CPA, CFP®
Financial Basics:  Life Strategies for Success
Saturday, September 8, 2018 from 9:00 a.m. - 11:00 a.m.
Hosted By: Gary Abely CPA, CFP®
Everything You Wanted to Know About Mutual Funds
Saturday, October 6, 2018 from 9:00 a.m. - 11:00 a.m.
Hosted By: Gary Abely CPA, CFP®
Will Your Savings Last a Lifetime?
Saturday, December 1, 2018 from 9:00 a.m. – 11:00 a.m.
Hosted by: Gary Abely CPA, CFP®
 
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