Cary, North Carolina 12/04 and 12/06
Retire Earlier, Wealthier & Happier! With Clarity, Confidence & Peace
Financial Investing & Tax Strategy PLUS Breathwork & Meditation for true Alignment
WHAT IS THIS CLASS EXPEREINCE?
Awakening: Wealth and Life for Peace, Purpose, Freedom and Alignment. Plus End of Year Tax Impacts Too!
What If Retirement & Freedom Wasn’t Just About Money; Rather Meaning and Alignment?
Hosted by a Veteran & Women-Owned Fiduciary Firm
Led by the creators of The Awakened Wealth & Life Alignment Method™ a 7-stage roadmap blending money, mindfulness, and meaning (scroll down more to learn about the Speaker Guides). As the year ends and a new chapter begins… This is your moment to breathe, realign, and envision the life you truly want. Not just financially, but energetically, spiritually, and soulfully. (venue locations scroll below)
Too many people ask:
“Do I have enough money to retire?”
“Should I convert my IRA to a Roth IRA?”
“How do I avoid costly tax mistakes and save on taxes?”
“Will my family be protected if something happens to me like a Trust or Will?”
“How can I have less stress and more inner peace”
“How can I have more clarity and direction”
At this one-of-a-kind interactive experience, we’ll help you go beyond the noise and confusion, so you can align your money, your values, and your life.✨ What Makes This Event Different: This is not just another financial class. This is a soul-centered experience of wisdom, strategy, and peace.
We’ll explore real strategies for:
🔹 Roth IRA conversions and the truth behind the taxes
🔹 The One Big Beautiful Bill Act (OBBBA) and what it means for your retirement
🔹 Strategic use of IRA, Roth, 401(k), NQ brokerage, and HSA accounts
🔹 Trusts vs. Wills – clarity for protecting your loved ones
🔹 Building a tax-optimized income stream in retirement
🔹 Understanding your “Financial Freedom Number”—how much is enough?
PLUS:
🧘 Bonus Breathwork & Visualization Practice to ground your vision for 2026
✔ Tap into the power of guided breathwork
✔ Align your energy, intention, and clarity with visualization and brief gudied mediation
FREE WHEN YOU SIGN UP:
You’ll instantly receive two Financial and Estate Guides:
✔ Estate & Trust Planning Made Clear
✔ Taxes & Investing for an Awakened Retirement
Speaker Guides
Meet David and Ashley, and see their qualifications and education below. We are grateful for you being here and sending you abundance in love, light and life. We know from teaching/speaking at numerous event experiences over the years with almost 2,000 people, that you will gain new knowledge and wisdom to enhance your life.
We saw the need for something more. Not just financial planning, but life alignment. Not just numbers, but wellness and clarity. Real wealth isn’t just what you save or invest. Real wealth is when your money, your health, and your soul are aligned. We have a partnership of tax professionals like CPAs and EAs, as well as Trust and Estate Attorney professionals too.
Our Awakened Wealth & Life Alignment Method™ blends tax-smart strategies, protections, and investments with mindfulness, meditation, and holistic practices to help clients achieve more than retirement. To help them achieve peace.
David
Founder-CEO and Financial Planner, MBA, MSCJ
• Since 2015 in the Financial, Investing and Tax Industry
• Marine Combat Veteran (05-09)
• Certified Pranayama & Meditation Guide (Yoga Alliance)
• Spoken and Taught over 2,000 people
• Creator of "The Aligned Wealth and Life Guide"
Ashley
Founder-COO and Wellness Coach, MSBL
• Over 12 Years as an Executive Relationships Advisor Ranked in the Top 1% Numerous Times
• Certified Pranayama & Meditation Guide (Yoga Alliance)
• Mindfulness-Based Wellness Coach
• Creator of "The Aligned Wealth and Life Guide"
Two Venue Locations
Who This is For and Not For?
As we value integrity, communication, authenticity and love. We know our events and experiences will not be a perfect fit for everyone and nor should they be. All are welcome to come and we just want you to be aware of what we do and who we are. This season, give yourself the gift of clarity and freedom. Join us in person for an experience that blends financial wisdom with soulful insight; plus walk away with a renewed vision for your life and legacy.
For You If.......
If you are ready to "Awaken" and "Align" your Wealth and Life in a holistic method that works, then this is for you.
✔ You’re in your 30s-60s
✔ You want to be financially free with clarity
✔ You’re unsure if what you have is enough and how much you can spend
✔ You want to stop guessing and start planning with intention and purpose
✔ You value learning in a calm, no-pressure, spiritually aligned wellness environment
Not For You If.......
If you are not ready to "Awaken" and you dont want to "Align" your Wealth and Life in a holistic method.
✔ You prefer physical in person offices with a suit and tie
✔ You are not open to breathwork, meditation and wellness
✔ If want a standard non-interactive class
Disclosures and Final Note:
This event is educational only; not financial, tax, legal, or medical advice. This is educational first and no sales pitch, no products. Just truthful, clear, heart-centered planning from a team that cares. Content is educational only; no tax, legal, or investment advice is provided. Always consult your own professional. Awaken Financial Designs LLC Workshops, webinars, classes, blog posts, social media content, and YouTube videos offered by Awaken Financial Designs are for educational and informational purposes only. They do not constitute individualized advice and should not be relied upon for making financial, investment, tax, or legal decisions. Please consult directly with a fiduciary advisor, tax professional, or attorney before implementing any strategy. Attendance at an event, workshop, or class does not establish an advisory relationship with Awaken Financial Designs. Advisory relationships require a formal client agreement. Holistic & Mindfulness Practices References to meditation, breathwork, mindfulness, or energy alignment are offered as optional lifestyle practices designed to support clarity and reduce stress. These practices are not investment advice and are not required to access fiduciary financial planning services.