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
4
•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!2 attendees
•OnlineThe Tax Advantage: Smart Strategies to Keep More of What You Earn in Retirement
Onlineđź“Ť THIS IS AN ONLINE EVENT
🎟️ Register now (for free) to get access to the live session:
https://us06web.zoom.us/meeting/register/7RFaygoAS0uojrrkun_4FATake control of your retirement income before tax season does.
Join this powerful, insight-packed webinar to learn how proactive tax planning can help you protect your income, reduce taxes, and boost your financial confidence—so you can spend less time worrying about the IRS and more time enjoying your freedom.Here’s what you’ll gain:
đź’ˇ Transform Your Cash Flow & Confidence
Master how to sequence withdrawals and manage MAGI strategically to stay in lower tax brackets, reduce IRMAA surcharges, and keep more of what you’ve earned.🛡️ Build Lasting Stability & Security
Uncover the secrets of Social Security taxation—use Roth conversions, QCDs, and municipal bonds to lower your tax exposure and maximize your lifetime income.🚀 Experience True Financial Freedom
Create a flexible, year-round tax strategy that times your IRA distributions, charitable giving, and investments for maximum efficiency—so your money works harder while you stress less.By the end of this 60-minute session, you’ll walk away with a clear, actionable roadmap to keep more of your income, reduce financial stress, and retire with confidence.
🎯 Ready to take charge?
Secure your spot today and discover how smart tax planning can turn uncertainty into empowerment. Register now: https://us06web.zoom.us/meeting/register/7RFaygoAS0uojrrkun_4FAâś” 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
•OnlineEstate Planning Made Simple: Secure Your Family’s Future with Confidence
Onlineđź“Ť THIS IS AN ONLINE EVENT
🎟️ Register now (for free) to get access to the live session:
https://us06web.zoom.us/meeting/register/xe0N0UK2Ss2INW7vStG7rQWhen life takes an unexpected turn—illness, loss, or sudden incapacity—the last thing your loved ones need is uncertainty. In this empowering and practical 60-minute webinar, you’ll learn how thoughtful estate planning protects your family’s future, preserves harmony, and gives you lasting peace of mind.
Here’s what you’ll discover:
1. Simplify and Strengthen Your Legacy
See how wills, trusts, and powers of attorney can clearly express your wishes—eliminating guesswork and easing emotional burdens for your family during difficult times.2. Prevent Conflict Before It Starts
Avoid costly probate delays and family disputes by using proven strategies like revocable trusts and beneficiary designations that protect both relationships and assets.3. Protect the People Who Matter Most
Learn how to plan for every scenario—appoint guardians for minors, create special-needs trusts, and safeguard both tangible and digital assets to ensure no detail is left behind.By the end of this session, you’ll walk away with the clarity, confidence, and actionable steps to protect your loved ones—no matter what life brings.
🎯 Take the Next Step
Reserve your spot today and take control of your legacy.
https://us06web.zoom.us/meeting/register/xe0N0UK2Ss2INW7vStG7rQGive your family the ultimate gift: clarity, calm, and confidence for the future.
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
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