What weâre 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 isnât the end, itâs a beginning. A time to live intentionally, with freedom, security, and the ability to create impact. Thatâs 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 â Learn what it really takes to create a personalized financial strategy that aligns with your goals, values, and lifestyle vision.
-
REAL, PRACTICAL FINANCIAL EDUCATION â From understanding taxes in retirement to income distribution planning and investment optimization, weâll guide you through real-world strategies you can begin applying today.
-
STRATEGIES TO BUILD CONFIDENCE AND PEACE OF MIND â Discover how to reduce financial anxiety and replace it with a clear, proactive plan that grows with you.
-
CONNECTION WITH A LIKE-MINDED COMMUNITY â 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 (1)
See all- The Tax Advantage: Proactive Planning for Bigger SavingsLink visible for attendees
đ THIS IS AN ONLINE EVENT
đď¸ Register now (for free) to get access to the live session:
https://us06web.zoom.us/meeting/register/IgmcthhUR82SOTqhZv7N6QUnlock greater peace of mind and maximize your retirement income with proactive tax planning. In this concise webinar, youâll discover how strategic moves today can transform your financial lifeâdelivering the stability, security, and freedom you deserve:
- Transform Your Cash Flow & Confidence: Learn to sequence your withdrawals and manage MAGI so you stay in lower tax brackets, avoid costly IRMAA surcharges, and keep more of every dollar you withdraw.
- Achieve Lasting Stability & Security: Master Social Security taxation rulesâunderstand provisional-income thresholds and employ Roth conversions, QCDs, and muni bonds to minimize what the IRS and Medicare take.
- Unlock True Financial Freedom: Build a year-round planâtiming IRA distributions, charitable gifts, and tax-efficient investmentsâso you can spend on what matters, not worry over what you owe.
By the end of this session, youâll have a clear, actionable roadmap to optimize your taxes and confidently enjoy the retirement youâve earned.
Reserve your spot today and take the first step toward a tax-smart retirementâregister now!
https://us06web.zoom.us/meeting/register/IgmcthhUR82SOTqhZv7N6QCanât wait to dive deeper? Schedule your complimentary discovery session today to get oneâonâone guidance tailored to your exact situation.
đ Book Your Discovery SessionAsta 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, youâll 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!
