Smart Money & Wealth Group, Charlotte

Charlotte, NC, US

13 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 · 4:00 PM 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.
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2 attendees