Smart Money & Wealth Group, Naples

Naples, FL, US

23 members · Public group

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

See all

Wed, Oct 8 · 16:00 EDT
•
Online
Retirement Made Simple: Get Your Questions Answered
Online
📍 THIS IS AN ONLINE EVENT
🎟️ Register now (for free) to get access to the live session:
https://us06web.zoom.us/meeting/register/j1mcxRRMQVmLeZREJQO8Uw

Planning for retirement doesn’t have to be overwhelming. In this webinar, we’ll simplify the process and give you actionable steps to create a retirement plan that brings clarity, stability, and freedom—so you can enjoy life on your terms.

What You’ll Learn:
- Transform Your Financial Future
Calculate your personalized retirement number with accuracy—no more guesswork.

Use a proven framework to track expenses, income streams, and savings that adapt as your goals evolve.
- Lock in Stability & Peace of Mind
Learn when and how to claim Social Security to maximize your benefits.
Protect your portfolio with dynamic withdrawal strategies that guard against market changes, inflation, and unexpected costs.
- Gain the Freedom to Thrive
Discover how to sequence withdrawals tax-efficiently, stretching your money further.

Automate your retirement income so you can focus on travel, hobbies, or passions—without financial stress.

By the end, you’ll know how to master Social Security timing, design withdrawal strategies, and build an income plan that keeps you confident and in control.

Take the Next Step
✔ Reserve your spot today and learn how smart planning turns uncertainty into confidence. https://us06web.zoom.us/meeting/register/j1mcxRRMQVmLeZREJQO8Uw

✔ Want personalized guidance? Book a complimentary discovery session for one-on-one retirement planning support.
📌 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
Wed, Oct 15 · 16:00 EDT
•
Online
Smart Tax Strategies: Proactive Planning for Greater Savings
Online
📍 THIS IS AN ONLINE EVENT
🎟️ Register now (for free) to get access to the live session:
https://us06web.zoom.us/meeting/register/J-YidYyATZ-StyCi540XCg

Gain peace of mind and take control of your financial future with proactive tax planning. In this focused and informative session, you’ll learn how smart, strategic moves today can create more stability, security, and freedom in retirement.

Here’s what you’ll discover:

• Transform Your Cash Flow & Boost Confidence
Learn how to strategically sequence withdrawals and manage your Modified Adjusted Gross Income (MAGI) to stay in lower tax brackets, avoid costly IRMAA surcharges, and keep more of what you’ve earned.

• Protect Your Income & Strengthen Financial Security
Understand how Social Security benefits are taxed and explore proven strategies—like Roth conversions, Qualified Charitable Distributions (QCDs), and municipal bonds—to minimize what goes to the IRS and Medicare.

• Build Lasting Freedom Through Smart Planning
Create a year-round tax-efficient plan by timing IRA distributions, charitable giving, and investments wisely—so you can focus on enjoying your retirement, not stressing over taxes.

By the end of this session, you’ll walk away with a clear, actionable roadmap to minimize taxes, maximize income, and feel more confident about your financial future.

Ready to make your money work smarter for you?
👉 Reserve your spot today and take the first step toward a tax-smart, financially confident retirement! https://us06web.zoom.us/meeting/register/J-YidYyATZ-StyCi540XCg

✔ Want personalized guidance? Book a complimentary discovery session for one-on-one tax planning support. 📌 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
Wed, Oct 22 · 16:00 EDT
•
Online
Estate Planning Made Simple: Protect What Matters Most
Online
📍 THIS IS AN ONLINE EVENT
🎟️ Register now (for free) to get access to the live session:
https://us06web.zoom.us/meeting/register/QI9911u0Qieb42spA1qmfg

Life’s unexpected moments—illness, loss, or sudden incapacity—can leave families feeling overwhelmed and unprepared. In this compassionate and practical webinar, you’ll learn how proactive estate planning can bring comfort, clarity, and confidence when it matters most.

Here’s what we’ll explore:

• Ease Your Loved Ones’ Burden
Imagine the peace of mind your family will feel knowing your will, trusts, and powers of attorney clearly express your wishes—relieving them from the weight of difficult decisions during emotional times.

• Protect Against Conflict and Uncertainty
Learn how to prevent probate struggles and family disputes with thoughtful planning tools like revocable trusts and spendthrift provisions—ensuring that harmony, not hardship, defines your legacy.

• Secure Care for Those You Cherish Most
Gain confidence knowing that minors have guardians appointed, loved ones with special needs are protected through tailored trusts, and your digital and tangible assets are thoughtfully managed, even if you can’t be there.

By the end of this session, you’ll understand the key steps to protect your family’s emotional and financial well-being—helping you create a legacy built on love, not uncertainty.

Call to Action
💛 Take that caring step today. Reserve your spot now and give your family the ultimate gift—peace of mind, protection, and clarity for the future.
https://us06web.zoom.us/meeting/register/QI9911u0Qieb42spA1qmfg

✔ Want personalized guidance? Book a complimentary Discovery Session for one-on-one estate planning support tailored to your family’s needs.
📌 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