Retirement Plan Solutions for Age 70+

UPCOMING WORKSHOPS | SCHEDULE A CONSULTATION | VISIT OUR WEBSITE

Start Your Weekend 'On The Money'

Join Joe Bert CFP® and Justin Spitler CFP® CRPC®

on NEWS 96.5 FM as they take your calls

and provide expert answers to your questions.

PLUS, time permitting, they'll be discussing:

" Retirement Plan Solutions for Age 70+ Workers "

Submit your questions to: 1-844-220-0965

Justin@FinancialGroup.com • Joe@FinancialGroup.com

You can listen to the program live at 9:06 a.m. each Saturday

by clicking the link below!

Miss a program? Click here to listen to recent programs .

This Week's Must Read

Charitable Contributions from IRAs

The Pension Protection Act of 2006 first allowed taxpayers age 70½ and older to make tax-free charitable donations directly from their IRAs. Find out more. . .

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, November 3, 2018, 9:00 a.m. – 11:00 a.m.

Hosted By: Gary Abely CPA, CFP®

THIS WORKSHOP IS FULL! Register for the next workshop

on Saturday, February 16, 2019 by calling Carrie, 407-869-9800

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®

THIS WORKSHOP IS FULL! Register for the next workshop

on Saturday, March 23, 2019 by calling Carrie, 407-869-9800

Financial Basics for Life: Strategies For Success

Saturday, January 19, 2019 from 9:00 a.m. – 11:00 a.m.

Hosted by: Gary Abely CPA, CFP®

Countdown to Retirement

Saturday, April 13, 2019 from 9:00 a.m. - 11:00 a.m.

Hosted By: Gary Abely CPA, CFP®

Everything You Want to Know About Mutual Funds

Saturday, May 18, 2019 from 9:00 a.m. – 11:00 a.m.

Hosted by: Gary Abely CPA, CFP®

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