PLANNING TO WEALTH ANNOUNCEMENTS
david flores wilson hosts financial planning tax savings strategies seminar at wework in new york city
January 31, 2019
David Flores Wilson of Planning to Wealth will be hosting a seminar on tax saving strategies at noon on February 6th, 2019 at the WeWork in New York City on 1460 Broadway. Topics to be covered include Backdoor Roth contributions, Opportunity Zone investments, education financial planning strategies, and charitable planning tax strategies. If you would like to attend, please email email@example.com.
Planning to Wealth to present at FPa’s money matters Financial Literacy program at the new york public library
December 7, 2018
As part of the FPA of Metro New York’s Money Matters Financial Literacy Programs, David Flores Wilson, CFP®, CFA will discuss Social Security strategies and tips that young people can implement at the New York Public Library on Thursday, March 14, 2019, 3:00 P.M. Topics to be covered include:
The future of Social Security
Retiring early can have its drawbacks
Your Social Security statement is probably inaccurate
How your Social Security strategies affect your spouse and family
How working in retirement impacts Social Security
Small business owner Social Security strategies
Planning to Wealth to co-host financial planning seminar with title Guaranty
April 16, 2018
Planning to Wealth is proud to announce “A Stock Market Update: Opportunities to Grow your Wealth and the Pitfalls to Avoid” on April 27th at the Dusit Thani Hotel in Tumon, Guam. Co-hosted by Ryan Mummert of Title Guaranty, the event is focused on current opportunities in the stock and bond markets, financial planning pitfalls, and opportunities for business owners and real estate professionals. If you would like to attend, please email firstname.lastname@example.org.
PLANNING TO WEALTH KICKS OFF BUSINESS OWNER ROUNDTABLE FORUM
FEBRUARY 12, 2018
Planning to Wealth hosted the Business Owner Roundtable Forum at Neuehouse in New York City on February 9th. Moderated by David Wilson, financial planning clients and friends of Planning to Wealth discussed a wide range of issues relevant to their businesses, including the increasing challenge to businesses of hiring and retaining design and technical talent with fierce competition from massive, well-funded technology companies like Google and Facebook, the rising influence of millennial employees on the workplace and the impact of immigration changes on businesses. The next Business Owner Roundtable will be held in May. Please email email@example.com if you are interested in attending a forum.
DAVID flores WILSON RECEIVES THE CERTIFIED COLLEGE FINANCIAL CONSULTANT (CCFC) DESIGNATION FROM THE AICCFC.
NOVEMBER 15, 2017
Editor and Writer at Planning to Wealth, David Flores Wilson, received the premier financial planning designation focused on advising families as they put their children through college: the CCFC. Administered by the AICCFC, the CCFC program includes comprehensive coursework and a final examination on the following areas: student loan advising, financial aid advising, academic planning to reduce costs, optimal saving strategies and an analysis of higher education tax deductions and credits. CCFC charterholders must complete a fiduciary oath and annual service requirements. Coursework also includes specific, actionable college financial strategies and techniques for business owners, divorced parents, grandparents and high net worth families. If you are interested in a free consultation on college planning for your family, please email firstname.lastname@example.org.