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.”

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Filtering by: “Financial Education”
12/06 Saturday Morning (Copy)
Jan
10
Financial Education, retirement planning, community events, wellness event

12/06 Saturday Morning (Copy)

The Awakened Path to Earlier & Happier Retirement 01/10/2026 Cary, NC

A mindful, tax strategies, investing and financial planning experience focused on aligning your wealth and life for a happier retirement.

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 flat-fee fiduciary 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 tax analysis on including 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 & Financial Planner 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 fiduciary financial planning, tax awareness, and mindfulness practices to help people experience not just retirement. Peace of mind along the way.

To Attend Please Click Here:

https://www.eventbrite.com/e/the-awakened-path-to-earlier-happier-retirement-tickets-1978624647584?aff=oddtdtcreator

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