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
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•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/xe0N0UK2Ss2INW7vStG7rQ
When 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/xe0N0UK2Ss2INW7vStG7rQ
Give 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.
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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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