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)
See all- Wealth Wise: Essential Steps to Financial ConfidenceLink visible for attendees
NOTE!!! THIS IS AN ONLINE EVENT, PLEASE REGISTER HERE TO GET ACCESS TO THE ONLINE VIDEO EVENT: https://us06web.zoom.us/meeting/register/gIkaECvaSey3szHyFO--Og
Unlock the clarity and confidence you need to take control of your financial future. In this concise, action-packed session, you’ll learn how to transform overwhelming “what-ifs” into a clear roadmap and actionable steps. Here’s what we’ll cover:
- Build a Strong Foundation for your future
• Identify the right planner or firm—understand fiduciary vs. suitability standards, credentials that matter (CFP®, CFA, CPA/PFS, CPWA), and transparent fee structures.
• Discuss what essential documents and data you will need for the plan—pay stubs, account statements, insurance policies, tax returns, and estate documents—so you can enter each conversation fully prepared.- Define, Clarify and Prioritize Goals
• We will explore how to craft SMART objectives (Specific, Measurable, Achievable, Relevant, Time-bound) tied to your real-life milestones (e.g., emergency fund, home purchase, children’s education, retirement).
• Categorize goals by time horizon—short (0–2 years), medium (3–7 years), and long (8+ years)—and rank them by “must-have” vs. “nice-to-have.”- The key to action and results-Implement with Discipline and Flexibility
• We will provide details on how to translate each goal into concrete, date-driven tasks (automated savings, account setup, beneficiary reviews, quarterly rebalances).
•We will consider ways to stay accountable, such as assigning responsibility, scheduling regular check-ins, and using dashboards or apps to monitor progress. We will also build buffers and contingency plans, so you stay on track, even when life shifts.Throughout the webinar, we’ll show you how these three steps create a dynamic, living plan—eliminating guesswork, reducing stress, and giving you confidence in every financial decision.
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Call to Action
Ready to gain clarity and move forward with confidence? Register now for our free webinar and walk away with a practical roadmap you can start using immediately.
Register for Clarity & Confidence Webinar
Can’t wait to dive deeper? Schedule your complimentary discovery session today to get one‐on‐one guidance tailored to your exact situation.
- Retirement Questions AnsweredLink visible for attendees
📍 THIS IS AN ONLINE EVENT
🎟️ Register now (for free) to get access to the live session:
https://us06web.zoom.us/meeting/register/UA5qVjAITWuLIVSeOWIXtQUnlock the roadmap to a confident, worry-free retirement in our upcoming 20-minute webinar,
Retirement Questions Answered. You’ll walk away with actionable insights to turn retirement from a distant dream into an empowered reality, giving you the stability, security, and freedom to live life on your terms.
1. Transform Your Financial Future:
- Pinpoint your personalized retirement number with precision, eliminating guesswork or generic rules of thumb.
- Use a proven framework to map out expenses, account for income streams, and build a savings plan that adapts as your goals evolve.
2. Lock in Stability & Peace of Mind:
- Master the optimal timing for Social Security—learn break-even analysis and spousal strategies to maximize lifetime benefits.
- Deploy dynamic withdrawal “buckets” and guardrails that protect your portfolio from market volatility, inflation, and unexpected costs.
3. Gain the Freedom to Thrive:
- Sequence your withdrawals tax-efficiently—spend the right accounts at the right time to stretch every dollar further.
- Automate your retirement income plan so you can focus on living—traveling, volunteering, or pursuing your passions—without the stress of day-to-day finances.
By pinpointing your personalized retirement number, mastering Social Security timing, dynamic withdrawal strategies, and optimizing tax-efficient income streams, you’ll secure financial transformation, stability, and the freedom to live on your own terms.
Reserve your spot now and discover how strategic planning can turn uncertainty into confidence, so you can embrace the retirement lifestyle you’ve worked so hard to achieve.
https://us06web.zoom.us/meeting/register/UA5qVjAITWuLIVSeOWIXtQCan’t wait to dive deeper? Schedule your complimentary discovery session today to get one‐on‐one guidance tailored to your exact situation.
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!
