# Event Details - **Event Name**: Retire Earlier: Aligned Wealth & Life Experience - **Event Start and End Date**: Sat, 02 May, 2026 at 10:00 am – Sat, 02 May, 2026 at 11:30 am (-04:00) - **Event Description**: A Mindful, Wellness-Integrated, Tax-Smart Investing Experience for Clarity & Freedom. Learn more below.About this EventWhat would your life feel like if your financial decisions were no longer driven by uncertainty… but guided by clarity, intention, and a deeper sense of alignment?ABOUT THIS EXPERIENCEWhat if retirement and financial planning felt clear… not overwhelming? This in-person experience is designed for thoughtful individuals and couples who want to better understand their financial future without the noise, pressure, or confusion. You’ll gain clarity around possible early retirement, retirement optimization, taxes, and investing in a grounded, intentional environment designed to help you think clearly and move forward with confidence.This is not a typical financial class. It is a guided, educational experience where strategy and awareness come together, so you can better understand your options and make decisions that align with your life. Space is intentionally limited to maintain a more focused, high-quality experience within an elevated classroom setting.WHAT YOU WILL LEARNWe will walk through real-world planning scenarios and practical examples, including:How different account types interact and create tax impacts(401(k), TSP, 403(b), IRA, Roth IRA, brokerage accounts, RSUs, and more)Roth IRA conversion strategies, including timing, tax implications, and long-term impactLong-term capital gains and tax-efficient investing strategiesStrategic decision-making around Social Security benefitsTax-efficient retirement income planning and withdrawal strategiesInheritance and legacy-focused tax considerationsEstate planning fundamentals, including Wills vs. TrustsHow to think about your financial freedom number and what is truly enoughHow to begin regulating your nervous system and improving focus, so you can make clearer, more confident financial decisionsWHO THIS IS FORThis experience is a strong fit if:You are in your 40s, 50s, or early 60sYou are wondering whether you are truly on track or simply hoping you areYou want to better understand taxes, retirement, and investing without overwhelmYou value a calm, thoughtful, and intentional learning environmentYou are open to a more aligned and holistic approach to financial decision-makingRetiring with greater clarity, confidence, and peace of mind matters to youWHAT YOU WILL EXPERIENCEThis is not a traditional seminar or presentation. Throughout the session, we will incorporate brief, optional elements designed to support clarity, focus, wellness and presence, including:Guided breathworkMindfulness and grounding techniquesShort visualization exercisesMoments to pause, reflect, and think more intentionallyThese practices are integrated to help reduce mental noise, improve focus, and allow you to approach financial decisions with greater awareness and clarity.ABOUT YOUR GUIDESDavid Lundberg, MBA, MSCJFounder & Wealth, Tax & Life Guide, Marine VeteranAshley Lundberg, MSBLCo-Founder, Financial Educator & Wellness CoachSince 2015, they have guided individuals and families through retirement planning, tax strategy, income decisions, and long-term financial clarity. They combine formal financial education with a grounded, human-centered approach; creating an environment that is calm, clear, and respectful.They are also certified in breathwork and meditation and are Yoga Alliance–certified instructors. These practices are thoughtfully integrated into the experience to support clarity, focus, and more intentional decision-making.A MOMENT OF REFLECTIONBefore making any financial decision, it can be helpful to pause and ask: If I continue on my current path, will my future feel aligned or simply familiar?IMPORTANT NOTE & DISCLOSURESThis experience is educational in nature and is not intended as financial, tax, legal, or medical advice. No products are offered or sold at this event. Content is for informational purposes only and should not be relied upon for making financial, investment, tax, or legal decisions. You should consult your own qualified professionals before implementing any strategy. Awaken Financial Designs LLC offers services only in jurisdictions where it is properly registered or exempt from registration. Advisory services require a formal client agreement. Any references to insurance products (including life insurance or fixed annuities) relate to insurance products only and are not securities or investment advisory products. Guarantees are backed solely by the issuing insurance company. Holistic and mindfulness practices (including breathwork and meditation) are optional and are provided to support clarity and reduce stress. They are not financial advice and are not required to participate in or benefit from financial planning services. - **Event URL**: https://allevents.in/cary/retire-earlier-aligned-wealth-and-life-experience/100001986004769728 - **Event Categories**: health-wellness, Workshops - **Interested Audience**: - total_interested_count: 0 ## Ticket Details - **Ticket Price Range**: min: 0, max: 0, currency: USD ## Event venue details - **city**: Cary - **state**: NC - **country**: United States - **location**: Bond Park at Cary Senior Center - **lat**: 35.7854834 - **long**: -78.82617830000001 - **full address**: Bond Park at Cary Senior Center, 120 Maury Odell Place, Cary, United States ## Event gallery - **Alt text**: Retire Earlier: Aligned Wealth & Life Experience - **Image URL**: https://cdn-az.allevents.in/events6/banners/4de0a9b6aa03d4bc082321f7914859ba445bd45cf647f847c26c9110424c97bd-rimg-w1200-h600-dcf6f4eb-gmir.jpg?v=1774633519 ## FAQs - **Q**: When and where is Retire Earlier: Aligned Wealth & Life Experience being held? - **A:** Retire Earlier: Aligned Wealth & Life Experience takes place on Sat, 02 May, 2026 at 10:00 am to Sat, 02 May, 2026 at 11:30 am at Bond Park at Cary Senior Center, 120 Maury Odell Place, Cary, United States. - **Q**: Who is organizing Retire Earlier: Aligned Wealth & Life Experience? - **A:** Retire Earlier: Aligned Wealth & Life Experience is organized by David & Ashley Lightworkers. - **Q**: Who is this event for? Is it right for me? - **A:** Retire Earlier: Aligned Wealth & Life Experience is ideal for curious learners, students, and skill-builders looking to gain hands-on knowledge and practical expertise in a focused, interactive setting. Whether you're a first-time attendee or a longtime enthusiast in Cary, this event is thoughtfully curated to deliver a standout experience worth every moment. 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