Current & Connected
Current & Connected

Current 
& Connected

Upcoming Events

September 24, 2018
William H. Dean Mansion, Atrium Health & Senior Living

Online registration also available - please click here.  

September 26, 2018
Citrus Memorial Health Foundation YMCA - Lecanto, FL

10:00 a.m. to 12:00 p.m.

No cost to attend. Reservations are required. Space is limited. Complimentary continental breakfast provided.

 

Money can be a major source of stress, and that stress can affect your overall health and well-being. Health and wealth can be a balancing act. 

 

Prevention (proactive planning) can be a good way of keeping your health and wealth in harmony.

  • Discover how financial planning may help reduce stress from financial issues.
  • Explore how giving back and volunteering could create feelings of happiness and overall well-being.
  • Learn the physical benefits from volunteer service and how being active and engaged could lead to increased happiness.

Join us as our panel of professionals share their tips for maintaining a health-wealth balance that you can try incorporating into your daily life. 

 

This session is meant to be conversational. Please feel free to share and ask questions.

October 24, 2018
Citrus Memorial Health Foundation YMCA - Lecanto, FL

With the 2018 year-end fast approaching, taxes may be top of mind. However, tax planning is not only a year-end activity and, when considered in coordination with financial/investment planning throughout the year, could prove to help you to keep more of what you make. 

 

Join us as we discuss year-round tax planning strategies with a local tax professional on: 

  • Changes in the New Tax Law that may affect you now and in the future
  • How planning throughout the year could save you money
  • Charitable gifting strategies that could save you tax dollars

No cost to attend. Reservations are required. Space is limited. Complimentary continental breakfast provided.