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3rd Tuesday Lunch N Learn - January - Financial Planning for Businesses


Jan 16, 2018 – 11:30 AM

4610 North Central Avenue
Tampa, FL 33603 Map

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Speaker: Kimberly Overman CFP®Jan 16h 11:30 am - 1 pm Financial Planning for Businesses Speaker: Kimberly Overman CFP®Owner at The Heights Exchange, LLC, President at Heights Urban Core Chamber and President and Chief Executive Officer at The Financial Well. Kimberly has over 30 years of experience in the financial services industry. The Financial Well, Inc. is a fee-only financial planning and wealth management firm located in Tampa, Florida, offering the full range of financial planning services such as retirement, tax, estate, elder-care, risk management and charitable giving planning as well as investment management to individuals, families, corporations, and non-profit organizations. A Bachelor of Science graduate of the University of Maryland and the College of Financial Planning, Ms. Overman is the Chairperson of the Financial Planning Association of Florida, Past Chairman of the FPA of Tampa Bay, a past Board Member for Voices for Children, a member of the Tampa General Hospital Planned Giving Committee, and on the 2010-2011 Tampa Bay Estate Planning Council Executive Board.Topic:  How to plan for your retirement as a business owner.What you will learn: What it takes to retire as a business owner How to plan for your retirement like a pro How do to retire when you are the business Where:   The Height's Exchange 4610 N Central Ave., Tampa. FL 33602 Lunch Provided by Ella's at 5119 N. Nebraska Ave, Tampa, FL 33603


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