Upcoming Events and Transformational Experiences
“With over 2,000 attendees already (plus more), our events combine proven financial wisdom with mindfulness and soul wisdom; for a truly unique alignment fulfillment. Helping you Retire Earlier, Wealthier, and Happier.”
02/14/2026
The Awakened Path to Earlier & Happier Retirement 02/14/2026 Cary, NC
ABOUT THIS EXPERIENCE
What if retirement planning wasn’t just about numbers, but about clarity, confidence, and peace.
This in-person financial wellness educational experience is designed for individuals and couples who want to approach retirement more intentionally. With thoughtful planning, tax awareness, and a grounded sense of alignment.
Hosted by a Veteran-owned, Woman-owned firm, this session blends practical retirement strategy with calm, reflective guidance; without sales pressure or product pitches.
WHAT YOU’LL LEARN
During this experience, we’ll explore:
Tax-aware retirement planning strategies and learn about Roth IRA conversions (pros and cons)
How different tax account types (IRA, Roth, 401(k), brokerage, HSA) work together
Common tax and planning mistakes
Foundational estate planning concepts (Trusts vs. Wills)
Building a sustainable, tax-optimized income approach in retirement
Clarifying your personal “enough” number for financial peace
We will also include a grounding breathwork and visualization practice to support clarity and reflection.
WHO THIS IS FOR
This experience may be a good fit if:
You’re in your 30s–60s and thinking seriously about retirement
You want clarity around whether you’re on track
You value education without pressure
You appreciate a calm, respectful learning environment
Retiring earlier and living happier; with more peace is important to you
ABOUT YOUR GUIDES
David Lundberg, MBA, MSCJ
Founder & Marine Veteran
Ashley Lundberg, MSBL
Co-Founder & Wellness Coach
PLUS Both David and Ashley are Pranayama (Breathwork) and Meditation Certified. Currently also being Certified Yoga Teachers 200 Hours
Together, David and Ashley integrate money, tax awareness, and mindfulness practices to help people experience not just retirement. Peace of mind along the way.
To Attend Please Click Here:
