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.”

Two people standing in front of a presentation slide on a screen. The slide reads 'How to Retire Wealthier-Happier-Earlier Taxes-Investing-Mindfulness' and shows a background image of a family with arms raised, overlooking mountains.
Two people standing in front of a presentation slide titled 'Mindfulness, Wellness, Longevity, Peace, Strength, Love, Wealth and More...', with books and illustrations related to mindfulness and wellness.
Next Event
Nov
15

Next Event

Unlock True Financial Freedom — Coming November 2025

We’re bringing something different to Cary and Apex: financial education that blends tax-smart strategies, investing clarity, and estate planning with mindfulness and life alignment.

If you’ve ever felt stressed about taxes, uncertain about retirement, or confused about wills vs trusts, this class is for you. Whether you’re in your 30s planning ahead, in your 50s looking to optimize, or nearing retirement and ready for peace of mind — you’ll discover real strategies you can use now.

💡 What You’ll Learn:

  • How to reduce taxes and protect your income

  • Smarter investing without stress or high fees

  • The truth about trusts vs wills in estate planning

  • How to align your money with your values and life purpose

🌬 A Financial Wellness Experience Like No Other
This isn’t just another seminar. As a Veteran- & Women-Owned Fiduciary Firm, we combine proven strategies with mindfulness and breathwork practices to help you retire earlier, wealthier, and happier.

👉 Events launch November 2025 in Cary & Apex — follow us or contact us to stay updated.

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