About this Event
*****EVENT BEGINS AT 10 AM ARIZONA TIME***
Compared to the women before you, you are more educated, earn significantly higher income, and assume a more powerful role in the workplace. Discover the importance of crafting a financial strategy and how it can empower you to help ensure financial security.
Attend this fun, free workshop to:
- Learn why you need a financial strategy.
- Define your money personality.
· Gather ideas that help you take action for your financial future!
Topics We Will Discuss:
- Retirement Rhetoric: (401k, IRA, Roth, 403b, Roth 401k, SEP, TSP, etc)
- Making the Pivot: How to transition from the accumulation phase to income planning once you hit retirement.
- Financial Literacy: Learn the difference between Needs, Wants, and Wishes when planning for your income-spend in retirement.
- Pay Checks to Play Checks: Having a smooth transition into retirement.
- Smart Social Security Claiming Strategies: Learn how to incorporate these strategies into your financial plan.
- Changes in Tax Situation: Understand the tax implications for women once they are widowed or divorced.
- Mindfulness and Finances: Utilize mindfulness techniques to reframe feelings of anxiety that often accompany discussions around finances.
- Practical and Immediate Actionable Items
· These topics and so much more – we look forward to seeing you there!
What past students say about this class:
"One of the most significant classes I have ever attended. I have hope now, instead of constant nagging fear." -student age 53
"Valuable financial information! Awesome!" -student age 68
"It's never too late to start!" - student age 76
"I am an avoider and feel inspired to rip the band-aid off after your class." - student age 42
"I wish I knew this sooner" -student age 61
Are you in the high risk health group? Can't make this time? That's okay! We are here for you. Click the following link to schedule an appointment to learn about this vital retirement information. https://calendly.com/wealthworks/financialclarity
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PRESENTED BY VERONICA AGUILERA, CLTC®
Wealth Advisor and Founder | CEO of Wise Women Prosper
Knowledgeable and Compassionate Advisor, Customized Retirement Planning
Veronica is the visionary force behind Wise Women Prosper. Passionate about women’s financial literacy and empowerment, she brings a wealth of diverse global experiences from years of living abroad., Veronica’s life journey has taught her that true wealth isn’t measured in monetary terms. Instead, it’s about living a life rich in love, respect for family, and the collective strength to face challenges together.
Veronica serves her clients by helping them express their life's purpose and crafting financial strategies that reflect their vision. In her philosophy, wealth is the harmony of life’s essential elements, with money serving as a conduit to enrich those experiences.
PRESENTED BY ASHLEY LUNDBERG, MBA
Financial Educator | COO of Wise Women Prosper
Ashley Lundberg, COO of Wise Women Prosper, is deeply passionate about cultivating relationships. With 12 years of experience as a relationship manager and numerous accolades to her name, Ashley is renowned for her exceptional communication skills, unwavering integrity, and the ability to build trust—the foundation of lasting relationships.
Ashley earned her Master’s in Business Leadership to realize her vision of helping families enjoy life without the stress and worries of finances, enabling them to create lasting memories with their loved ones. She is dedicated to promoting equality and extending respect and love to all.
A majestic soul, Ashley believes in meditation as a powerful tool to enhance one's life.
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser.
Event Venue & Nearby Stays
The Center on Rosser, 1280 East Rosser Street, Prescott, United States
USD 0.00