What we’re about
The purpose of this group is to build a supportive community where you can learn how to take control of your financial future with clarity, confidence, and purpose. Whether you're navigating retirement planning, tax strategies, investment decisions, or legacy planning, our mission is to equip you with the tools and insight to make smart, value-aligned financial choices.
We believe retirement isn’t the end, it’s a beginning. A time to live intentionally, with freedom, security, and the ability to create impact. That’s why we offer live online events that are practical, engaging, and built around real conversations, not lectures.
What you will gain from this group:
- CLARITY ON YOUR RETIREMENT PATH – Learn what it really takes to create a personalized financial strategy that aligns with your goals, values, and lifestyle vision.
- REAL, PRACTICAL FINANCIAL EDUCATION – From understanding taxes in retirement to income distribution planning and investment optimization, we’ll guide you through real-world strategies you can begin applying today.
- STRATEGIES TO BUILD CONFIDENCE AND PEACE OF MIND – Discover how to reduce financial anxiety and replace it with a clear, proactive plan that grows with you.
- CONNECTION WITH A LIKE-MINDED COMMUNITY – This group is a space for discussion, learning, encouragement, and sharing wisdom because financial empowerment is better together.
Please join our group,
Asta Sanders, Organizer
Upcoming events
2
•OnlineWealth Wise: Unlock Confidence and Control in Your Financial Journey
Onlineđź“Ť THIS IS AN ONLINE EVENT
🎟️ Register now (for free) to get access to the live session:
https://us06web.zoom.us/meeting/register/ebDM7nslQk2WmkxYkG1ZUAReady to take charge of your financial future? In this focused and interactive online session, you’ll gain the clarity, confidence, and proven strategies you need to transform uncertainty into a clear, actionable plan. Learn how to align your money with your goals and make every financial decision with purpose.
What You’ll Discover:
1. Build a Strong Financial Foundation
Understand how to choose the right advisor or firm—learn what fiduciary standards mean, which credentials matter (CFP®, CFA, CPA/PFS, CPWA), and how to spot transparent fee structures.Discover the essential documents and data you need—such as pay stubs, account statements, and insurance policies—to create a solid planning base.
2. Define and Prioritize Your Goals
Craft SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) that reflect your personal milestones, from emergency savings to retirement dreams.Organize your goals by time horizon—short, medium, and long term—and determine which ones are essential versus aspirational.
3. Implement with Discipline and Flexibility
Learn how to translate goals into clear, date-driven action steps—automating savings, updating beneficiaries, and maintaining accountability through progress reviews.Build flexibility into your plan with buffers and contingencies, ensuring you stay on track even when life takes unexpected turns.
Throughout this engaging webinar, you’ll discover how these three steps form a living, adaptable plan that eliminates guesswork, reduces stress, and empowers you to make confident financial choices.Next Steps
âś” Register today and walk away with a practical roadmap you can start applying right away.
https://us06web.zoom.us/meeting/register/ebDM7nslQk2WmkxYkG1ZUA
âś” Want personalized support? Schedule your complimentary discovery session for one-on-one guidance tailored to your goals. on love, not uncertainty.
đź“Ś Book Your Discovery Session
Asta Sanders, Presenter and Organizer
Asta Sanders has 25 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER, an Enrolled Agent, and a Certified Private Wealth Advisor.
***
IMPORTANT: After you RSVP, please check your Meetup inbox for all event instructions. On a desktop, you’ll find your inbox at the top of the Meetup page; on a mobile device, it's at the bottom (click the speech bubble icon). Remember to check your spam folder, as Meetup notifications often end up there!1 attendee
•OnlineRetirement Redefined: Smart Strategies for Confidence, Stability & Freedom
Onlineđź“Ť THIS IS AN ONLINE EVENT
🎟️ Register now (for free) to get access to the live session:
https://us06web.zoom.us/meeting/register/DoKlaCWYQrWSvlFoTyU6SwReady to make your retirement plan work as hard as you do?
Join us for a fast-paced, insight-rich 60-minute online session designed to transform the way you approach retirement. You’ll learn how to replace uncertainty with strategy—building a plan that gives you clarity, confidence, and true financial freedom.
Here’s what you’ll take away:
- Transform Your Financial Future
Discover how to pinpoint your personalized retirement number—no more guesswork or one-size-fits-all rules.
Learn a proven framework for mapping out expenses, aligning income streams, and creating a flexible savings plan that grows with you.
- Lock in Stability & Peace of Mind
Master the art of timing Social Security to maximize lifetime benefits and strengthen spousal strategies.
Protect your portfolio with dynamic withdrawal “buckets” that safeguard against market dips, inflation, and unexpected costs.
- Gain the Freedom to Thrive
Make your money last longer by sequencing withdrawals tax-efficiently and automating your income plan.
Focus on what truly matters—travel, hobbies, volunteering—without the stress of managing daily finances.
You’ll leave this session with a clear roadmap to build stability, sustain freedom, and live retirement on your terms—confidently and securely.
🎯 Take the Next Step
âś” Reserve your seat now and discover how strategic planning can turn uncertainty into confidence.
https://us06web.zoom.us/meeting/register/DoKlaCWYQrWSvlFoTyU6Sw
âś” Want deeper guidance? Schedule your complimentary one-on-one discovery session and get personalized advice for your unique goals. đź“Ś Book Your Discovery Session
Asta Sanders, Presenter and Organizer
Asta Sanders has 25 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER, an Enrolled Agent, and a Certified Private Wealth Advisor.
***
IMPORTANT: After you RSVP, please check your Meetup inbox for all event instructions. On a desktop, you’ll find your inbox at the top of the Meetup page; on a mobile device, it's at the bottom (click the speech bubble icon). Remember to check your spam folder, as Meetup notifications often end up there!1 attendee
Past events
8
