Feel the Peace of Financial Freedom Earlier rather than Later in Life! True wealth isn’t just about numbers—it’s about how you feel and what you can do with it. Peace when you wake up. Freedom when you make choices. Confidence when you think of the future. - You deserve a financial life that feels light, clear, and free of stress and distractions. - Join us on Saturday, July 12 at the Queen Creek Library for a free, heart-led financial class where you’ll learn how to: - 🧘‍♂️ Create a mindful, stress-free approach to your money 💰 Use tax strategies to protect and grow your wealth 📈 Align your retirement plan with peace and purpose 🌳 Discover how investing and estate planning can support your values 💡 Find clarity with Roth IRA tactics, 401(k) plans, Trusts & more 💰 How you could retire earlier - This isn’t just financial education— It’s a moment to breathe, reflect, and reimagine what freedom really feels like. - Led by a Fiduciary Financial Planner and Tax Strategist, from a Marine Veteran & Women-Owned Firm, this is more than just a class— - - -It’s a mindful path to lasting peace, financial clarity, and freedom on your terms. - 🎟️ Completely FREE – Limited Seats 📍 Queen Creek Library | Saturday, July 12 | 10 AM - -✨ Click below to reserve your seat—and take one step closer to financial peace and purpose. - https://www.eventbrite.com/e/free-tax-strategies-investing-estate-planning-retire-earlier-happier-tickets-1415865675349?aff=oddtdtcreator

On Saturday, June 14 at 10AM at Queen Creek Library, join us for a FREE class where you’ll learn how to align your taxes, investments, and income strategies to retire earlier—with more peace and purpose. 💡 Smart investing isn't just about growth—it's about protecting what you’ve earned with wisdom. - We’ll show you how to: ✅ Build a tax-efficient investment portfolio ✅ Maximize long-term returns with strategic withdrawal orders ✅ Analyze your potential tax savings with Roth IRA conversions ✅ Increase net retirement income without sacrificing security ✅ Invest with purpose—not pressure - Led by a Marine Veteran local flat-fee fiduciary and spiritual financial planner, this event is designed for couples and individuals who want to grow wealth, reduce taxes, and walk into retirement with confidence. 🧘‍♂️ This isn’t financial fluff. It’s clear, compassionate strategy for your highest good. - 📍 Queen Creek Library 📅 June 14, 2025 10AM 🎟️ Free to attend with link at the bottom -- https://www.eventbrite.com/e/free-tax-strategies-investing-estate-planning-retire-earlier-happier-tickets-1366151900109?utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&utm-term=listing&utm-source=cp&aff=ebdsshcopyurl

FREE Class Event ✨ “Master Your Money, Retire Wiser”— A Conscious Approach to Building the Retirement You Deserve. Queen Creek, AZ - Most people spend their lives working hard, but few are taught how to truly master their money—with purpose, peace, and long-term clarity. - Join us for a powerful in-person experience where we blend financial wisdom with spiritual insight to help you: 🌱 Create a retirement plan rooted in clarity, not confusion 💰 Understand the keys to long-term wealth and income security 🧘‍♂️ Reduce financial stress through conscious strategy 💡 Learn how to protect your future while living fully in the present - This class is about more than money— It’s about designing a retirement that reflects your values, supports your lifestyle, and gives you the freedom to live with peace and intention. True wealth isn’t just about numbers, It’s about freedom, presence, and a life well-lived. - 📍 Queen Creek Library 📅 May 10, 2025 10AM 🎟️ Free to attend with link at the bottom - “When you master your money, you don’t just retire—you rise into the life you were meant to live.” - Join award-winning Awaken Financial Designs fiduciary planners for a transformative, wellness-centered experience at this live event. Featuring expert guest speakers, guided mindfulness, and actionable strategies, this event is designed to help you reduce financial stress, build lasting wealth, and create a future filled with abundance and peace of mind. - More Info and Register With Link Below - https://www.eventbrite.com/e/free-how-to-achieve-financial-freedom-with-mindfulness-tickets-1316612325909?utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&utm-term=listing&utm-source=cp&aff=ebdsshcopyurl

🤔 What is the effect of tariffs and a trade war on your portfolio? The financial world is shifting fast—Tariffs, The Fed interest rates, market, and proposed tax changes—are you prepared? Join us for an exclusive in-person retirement planning class at Woodlands Inn and Resort and learn how to navigate today’s uncertain economy with confidence. ✅ Strategies to protect your retirement savings ✅ How to create a tax-efficient retirement plan ✅ Smart investments in a volatile market 📅 Date: May 6th 📍 Location: Woodlands Inn and Resort ⏳ Seats are limited to the first 20 registrations! Reserve yours today. 💡 If you are retired or planning to retire in the next 5 years you won't want to miss this class. Register now! Disclaimer: This workshop will cover advanced investing and retirement planning techniques designed for people with at least $300,000 or greater in investable assets (excluding real estate).