A Realtor's Guide to Financial Planning Lunch & Learn

641 Maitland Avenue South,Maitland FL 32751

30 August, 2022

Description

You did it! You made the sale and earned the commission. Now what? Join us to learn how to make the most of that commission income by having a focus on investing it to increase your savings while budgeting and planning for taxes through an ever changing market. Our presenter will be Daniel C. Zagata, CLU, ChFC, CFP®, AIF® , a Managing Partner of Evershore Financial Group, an independent comprehensive financial services firm with offices across Florida. Dan brings almost 19 years of experience working with professionals, businesses, and non-profits to help them realize their financial potential and goals. Dan earned a BA in Economics and an MBA in Finance from Bentley University in Boston, MA and a Doctor of Business Administration in Finance and Risk Management from the International School of Management in Paris, France. He holds a graduate certificate of Financial Planning from the University of Miami in Coral Gables, FL. He has earned the Certified Financial Planner (CFP®) designation from the CFP Board of Standards, the Chartered Financial Consultant (ChFC) and the Chartered Life Underwriter (CLU) designations from the American College. He is also an Accredited Investment Fiduciary (AIF®)