Where: Queen Creek Library - 21802 South Ellsworth Road Queen Creek, AZ 85142
Retire Wealthier, Happier, or Even Earlier
Join us for a fun and engaging workshop to learn simple tax and investing strategies that can help get you save money, grow money, and create financial abundance. Very insightful and life changing financial information for an optimized retirment.
Fiduciary Wealth Advisors and Tax Planners
PRESENTED BY DAVID LUNDBERG, CLTC (R), MBA. MSCJ. Marine Veteran - Wealth Advisor
PRESENTED BY VERONICA AGUILERA, CLTC (R), - Wealth Advisor
PRESENTED BY ASHLEY LUNDBERG, MSBL - Financial Educator and Mindfulness Coach
ABOUT THIS EVENT:
Understanding tax rules and investing strategies for greater wealth abundance: In the grand tapestry of life, financial freedom and retirement is not merely a destination but a transformative journey. It’s a chapter where the canvas of existence is painted with love, lower stress, greater freedom; creating a landscape of wealth in abundance.
ATTEND THIS CLASS TO LEARN:
· The current and new: tax rules, tactics, and strategies and their impacts.
· Ways to potentially protect yourself against volatile market conditions
· The changing rules for achieving financial freedom and an optimize retirement
· How planning ahead can save a lot of tax money in the future
· Common misconceptions about taxes and investing in retirement
· Possible tools and strategies available to help you develop a tax investing strategy
· Achieve financial peace that decrease the stress and fears of money
· Strategies to help to help avoid the 0%, 50%, and 85% social security benefits tax
· The strategies and tactics are great for someone in their 30s or even in their 60s.
· Various estate planning tactics of a Revocable Trust, a Will, beneficiaries and more.
Are you ready to embark on a life changing financial future of your dreams?
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Fiduciary Wealth Advisor and Tax Planner DBA Awaken Financial Designs LLC. Educational only. Not financial, tax or legal advice.
