About this Event
ABOUT THIS EXPERIENCE
This in person educational experience is designed to help individuals and couples optimize their financial future. For over 10 years we have been helping people and taught thousands. Gain and learn knowledge and wisdom that you can apply in your own life in various ways. Our goal is to mindfully help people learn ways to Retire Earlier (if possible), Retire Wealthier and Happier.
WHAT YOU WILL LEARN
We’ll walk through real planning scenarios and go over several examples.
Explain how different account types interact and tax impacts: 401k, TSP, 403b, IRA, Roth IRA, Brokerage and more.
Discuss pros and cons of a Roth IRA Conversions; discuss timing and age impacts too.
Go over strategic decisions around Social Security Benefits.
Look at inheritance tax strategies
Estate planning topics of Wills and Trust.
We want you to know how you can confidently live with clairty and peace.
This is an educational class hosted by a veteran-owned, woman-owned,firm.
WHO THIS IS FOR
This experience is a strong fit if:
• You are in your 40s, 50s, or early 60s and want clarity with peace
• You’re wondering whether you’re truly on track or just hoping you are
• Mindfully Retiring with less stress and increased wellness matters to you
No prior financial knowledge is required.
ABOUT YOUR GUIDES
David Lundberg, MBA, MSCJ, Certificate Financial Planning
Founder & Marine Veteran
Ashley Lundberg, MSBL
Co-Founder Financial Educator and Wellness Coach
Both David and Ashley are Breathwork and Meditation Certified
10 years guiding individuals and families through retirement planning decisions, helping them optimize taxes, income, and long-term security.
They combine formal financial education with holistic wellness; creating a learning environment that is calm, clear, and respectful.
It’s about understanding your options and making informed choices.
Disclosures and Final Note:
This event is educational only; not financial, tax, legal, or medical advice. This is educational first and no sales pitch, no products. Just truthful, clear, heart-centered planning from a team that cares. Content is educational only; no tax, legal, or investment advice is provided. Always consult your own professional. Awaken Financial Designs LLC Workshops, webinars, classes, blog posts, social media content, and YouTube videos offered by Awaken Financial Designs are for educational and informational purposes only. They do not constitute individualized advice and should not be relied upon for making financial, investment, tax, or legal decisions. Please consult directly with a fiduciary advisor, tax professional, or attorney before implementing any strategy. Attendance at an event, workshop, or class does not establish an advisory relationship with Awaken Financial Designs. Advisory relationships require a formal client agreement. Holistic & Mindfulness Practices References to meditation, breathwork, mindfulness, or energy alignment are offered as optional lifestyle practices designed to support clarity and reduce stress. These practices are not investment advice and are not required to access fiduciary financial planning services.
Event Venue & Nearby Stays
Cary Senior Center Bond Park, 120 Maury Odell Pl, Cary, United States
USD 0.00
