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Upcoming FREE Events

Saturday November 16, 2024

Start at 10:00 AM-1100AM AZ time

Queen Creek, AZ

Wise Women Prosper

Women, Money & Mindfulness

Presented by Veronica Aguilera, a caring and compassionate advisor specializing in helping women get “retirement-ready” and Ashley Lundberg, a financial educator and wellness coach helping her clients create lasting memories.

Join us for an empowering event where women unite to explore the connection between money and mindfulness, gaining confidence and clarity in their financial journey.

*SPECIAL EVENT* We will have a LIVE Soundbath with Soundbowls by Breathwork Practitioner, Hali Bailey *

Compared to the women before you, you are more educated, earn significantly higher income, and assume a more powerful role in the workplace. Discover the importance of crafting a financial strategy and how it can empower you to help ensure financial security.

Don’t miss this opportunity to take control of your retirement future

Event Highlights:

☑️Learn why you need a financial strategy.

☑️Define your money personality.

☑️Gather ideas that help you take action for your financial future!

☑️Holistic wealth plans of money, mind, body and soul.

Why Attend?

☑️Financial Literacy: Learn the difference between Needs, Wants, and Wishes when planning for your income-spend in retirement.

☑️Tax Planning: Tax savings and tax protection strategies with your investments

☑️Pay Checks to Play Checks: Having a smooth transition into retirement.

☑️Smart Social Security Claiming Strategies: Learn how to incorporate these strategies into your financial plan.

☑️Changes in Tax Situation: Understand the tax implications for women once they are married, widowed or divorced.

☑️Mindfulness and Finances: Utilize mindfulness techniques to reframe feelings of anxiety that often accompany discussions around finances.

☑️Practical and Immediate Actionable Items: You’ll leave the workshop with tools you can use to design your retirement life.

☑️These topics and so much more: we look forward to seeing you there!

Sign Up Here: 

https://lp.constantcontactpages.com/cu/OdOA4QD/WomenMoneyMindfulness

Saturday November 16, 2024

Start at 10:00 AM-2PM AZ time

Eastmark Great Park, Mesa, AZ

Semi Annual Event

Eastmark Boutique

Come, visit, learn, enjoy and buy from/with several locally owned and small business. Food Trucks, Drink Trucks, and much more will be there.

 We will be there providing financial education and mindfulness techniques ourselves. 

Dec. 4 - Dec. 7,2024

All Day

Phoenix, AZ

3 Dat Annual Tax Industry Conference

Tax and Legal 360

Led by the renowned leader, speaker and influencer, Mark J. Kohler, Tax & Legal 360 is a powerhouse gathering where professionals converge to get an in-depth, panoramic view of the tax sphere’s most impactful topics… and have a blast doing it! This is where knowledge is gained, relationships are forged, and change is possible.

This will be our own 4th year attending. We believe it is crucial to learn tax and legal tactics. This way we can provide education and help out so many more people. 

 

Saturday August 31st, 2024

Mesa, AZ

Fun Night

Enchanted Forest with Live Artisit

A enchanted immersive evening where live artist Shaun will paint alongside everyone. 

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