About this Event
ABOUT THIS EXPERIENCE
What if retirement planning wasn’t just about numbers, but about clarity, confidence, and peace.
This in-person financial wellness educational experience is designed for individuals and couples who want to approach retirement more intentionally. With thoughtful planning, tax awareness, and a grounded sense of alignment.
Hosted by a Veteran-owned, Woman-owned flat-fee fiduciary firm, this session blends practical retirement strategy with calm, reflective guidance; without sales pressure or product pitches.
WHAT YOU’LL LEARN
During this experience, we’ll explore:
- Tax-aware retirement planning strategies and tax analysis on including Roth IRA conversions (pros and cons)
- How different tax account types (IRA, Roth, 401(k), brokerage, HSA) work together
- Common tax and planning mistakes
- Foundational estate planning concepts (Trusts vs. Wills)
- Building a sustainable, tax-optimized income approach in retirement
- Clarifying your personal “enough” number for financial peace
We will also include a grounding breathwork and visualization practice to support clarity and reflection.
WHO THIS IS FOR
This experience may be a good fit if:
- You’re in your 30s–60s and thinking seriously about retirement
- You want clarity around whether you’re on track
- You value education without pressure
- You appreciate a calm, respectful learning environment
- Retiring earlier and living happier; with more peace is important to you
ABOUT YOUR GUIDES
David Lundberg, MBA, MSCJ
Founder & Financial Planner Marine Veteran
Ashley Lundberg, MSBL
Co-Founder & Wellness Coach
PLUS Both David and Ashley are Pranayama (Breathwork) and Meditation Certified. Currently also beign Certified Yoga Teachers 200 Hours
Together, David and Ashley integrate fiduciary financial planning, tax awareness, and mindfulness practices to help people experience not just retirement. Peace of mind along the way.
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
Bond Park Community Center, 150 Metro Park Drive, Cary, United States
USD 0.00
