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Start Your Weekend 'On The Money'
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Join Nancy Hecht 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:
"
I am not a fan of the changes
proposed to the 401(k) plan
"
Submit your questions to:
1-855-297-9696
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Don't miss these FREE Financial Workshops!
All workshops are hosted at our offices in Altamonte Springs, and include light refreshments.
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Tuesday, May 2, 2017, 6:00 p.m. – 8:00 p.m.
Hosted By: Gary Abely, CPA, CFP®, AIF® and Jodi Murphy, J.D.
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When Can You Retire? K
now Your Number
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Tuesday, June 6, 2017 from 6:00 p.m. – 8:00 p.m.
Hosted by: Gary Abely CPA, CFP®
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Healthcare Options in Retirement
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Tuesday, July 11, 2017, 6:00 – 8:00 p.m.
Hosted By: Gary Abely CPA, CFP®
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Social Security Boot Camp:
Claiming Strategies
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Thursday, July 20, 2017 from 6:00 p.m. - 7:30 p.m.
Hosted by Nancy Hecht CFP® and Denise Kovach CFP®
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Financial Basics:
Life Strategies for Success
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Saturday, September 16, 2017 from 11:00 a.m. - 1:00 p.m.
Hosted By: Gary Abely CPA, CFP
®
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