Retire Earlier: Aligned Wealth & Life Experience

What would your life feel like if your financial decisions were no longer driven by uncertainty… but guided by clarity, intention, and a deeper sense of alignment?

What if retirement and financial planning felt clear… not overwhelming? This in-person experience is designed for thoughtful individuals and couples who want to better understand their financial future without the noise, pressure, or confusion. You’ll gain clarity around possible early retirement, retirement optimization, taxes, and investing in a grounded, intentional environment designed to help you think clearly and move forward with confidence.

This is not a typical financial class. It is a guided, educational experience where strategy and awareness come together, so you can better understand your options and make decisions that align with your life. Space is intentionally limited to maintain a more focused, high-quality experience within an elevated classroom setting.

We will walk through real-world planning scenarios and practical examples, including:

• How different account types interact and create tax impacts
  (401(k), TSP, 403(b), IRA, Roth IRA, brokerage accounts, RSUs, and more)
• Roth IRA conversion strategies, including timing, tax implications, and long-term impact
• Long-term capital gains and tax-efficient investing strategies
• Strategic decision-making around Social Security benefits
• Tax-efficient retirement income planning and withdrawal strategies
• Inheritance and legacy-focused tax considerations
• Estate planning fundamentals, including Wills vs. Trusts
• How to think about your financial freedom number and what is truly enough
• How to begin regulating your nervous system and improving focus, so you can make clearer, more confident financial decisions

This experience is a strong fit if:

• You are in your 40s, 50s, or early 60s
• You are wondering whether you are truly on track or simply hoping you are
• You want to better understand taxes, retirement, and investing without overwhelm
• You value a calm, thoughtful, and intentional learning environment
• You are open to a more aligned and holistic approach to financial decision-making
• Retiring with greater clarity, confidence, and peace of mind matters to you

This is not a traditional seminar or presentation. Throughout the session, we will incorporate brief, optional elements designed to support clarity, focus, wellness and presence, including:

• Guided breathwork
• Mindfulness and grounding techniques
• Short visualization exercises
• Moments to pause, reflect, and think more intentionally

These practices are integrated to help reduce mental noise, improve focus, and allow you to approach financial decisions with greater awareness and clarity.

David Lundberg, MBA, MSCJ
Founder & Wealth, Tax & Life Guide, Marine Veteran

Ashley Lundberg, MSBL
Co-Founder, Financial Educator & Wellness Coach

Since 2015, they have guided individuals and families through retirement planning, tax strategy, income decisions, and long-term financial clarity. They combine formal financial education with a grounded, human-centered approach; creating an environment that is calm, clear, and respectful.

They are also certified in breathwork and meditation and are Yoga Alliance–certified instructors. These practices are thoughtfully integrated into the experience to support clarity, focus, and more intentional decision-making.

Before making any financial decision, it can be helpful to pause and ask: If I continue on my current path, will my future feel aligned or simply familiar?

This experience is educational in nature and is not intended as financial, tax, legal, or medical advice. No products are offered or sold at this event. Content is for informational purposes only and should not be relied upon for making financial, investment, tax, or legal decisions. You should consult your own qualified professionals before implementing any strategy. Awaken Financial Designs LLC offers services only in jurisdictions where it is properly registered or exempt from registration. Advisory services require a formal client agreement. Any references to insurance products (including life insurance or fixed annuities) relate to insurance products only and are not securities or investment advisory products. Guarantees are backed solely by the issuing insurance company. Holistic and mindfulness practices (including breathwork and meditation) are optional and are provided to support clarity and reduce stress. They are not financial advice and are not required to participate in or benefit from financial planning services.

Event Venue & Nearby Stays

Bond Park at Cary Senior Center, 120 Maury Odell Place, Cary, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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