

# Event Details

- **Event Name**: The Awakened Path to Earlier & Happier Retirement
- **Event Start and End Date**: Sat, 10 Jan, 2026 at 10:00 am – Sat, 10 Jan, 2026 at 11:30 am
- **Event Description**: A mindful, tax strategies, investing and financial planning experience focused on aligning your wealth and life for a happier retirementAbout this Eventhttps://youtu.be/So8p3O_tiYw?si=rrb5M0jQDH9cxizVhttps://youtu.be/XiS-wFj8Qg4ABOUT THIS EXPERIENCEWhat 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 LEARNDuring 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 togetherCommon tax and planning mistakesFoundational estate planning concepts (Trusts vs. Wills)Building a sustainable, tax-optimized income approach in retirementClarifying your personal “enough” number for financial peaceWe will also include a grounding breathwork and visualization practice to support clarity and reflection.WHO THIS IS FORThis experience may be a good fit if:You’re in your 30s–60s and thinking seriously about retirementYou want clarity around whether you’re on trackYou value education without pressureYou appreciate a calm, respectful learning environmentRetiring earlier and living happier; with more peace is important to youABOUT YOUR GUIDESDavid Lundberg, MBA, MSCJFounder &amp; Financial Planner Marine VeteranAshley Lundberg, MSBLCo-Founder &amp; Wellness CoachPLUS Both David and Ashley are Pranayama (Breathwork) and Meditation Certified. Currently also beign Certified Yoga Teachers 200 HoursTogether, 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.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 &amp; 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.  https://cdn-az.allevents.in/events4/banners/43516ae0-e183-11f0-9719-ef42b75120cb-rimg-w740-h740-dc63452c-gmir.jpg
- **Event URL**: https://allevents.in/cary/the-awakened-path-to-earlier-and-happier-retirement/100001978624647584
- **Event Categories**: health-wellness, workshops, meditation, yoga, virtual, webinar
- **Interested Audience**: 
  - total_interested_count: 0

## Ticket Details

- **Ticket URL**: https://consumer.pxf.io/c/1339408/3151484/39691?partnerpropertyid=1191892&MediaPartnerPropertyId=1191892&svlink=14105511&level=1&u=https%3A%2F%2Fwww.eventbrite.com%2Fe%2Fthe-awakened-path-to-earlier-happier-retirement-tickets-1978624647584
- **Ticket Price Range**: min: 0, max: 0, currency: USD

## Event venue details

- **city**: Cary
- **state**: NC
- **country**: United States
- **location**: Bond Park Community Center
- **lat**: 35.7848786
- **long**: -78.8239899
- **full address**: Bond Park Community Center, 150 Metro Park Drive, Cary, United States

## Event Organizer details

- **affiliate_id**: 10
- **organizer**: David & Ashley Lightworkers (https://allevents.in/org/david-and-ashley-lightworkers/24753405)

## Event gallery

- **Alt text**: banner
  - **Image URL**: https://cdn-az.allevents.in/events2/banners/d6672f25568b8f82a1eb7c843c22f29819f987078286546317375f8b8733336e-rimg-w1200-h600-dc332a0d-gmir.jpg?v=1766661504
- **Alt text**: thumbnail
  - **Image URL**: https://cdn-az.allevents.in/events2/banners/52ad2aa1519d12ad57aa0c60f977b3591d84367d4b2cabf320fbeb2bedce109a-rimg-w400-h400-dcfefefe-gmir.jpg?v=1766661503

## FAQs

- **Q**: When is the event happening?
  - **A:** Sat, 10 Jan, 2026 at 10:00 am
- **Q**: Where is the event happening?
  - **A:** Bond Park Community Center, 150 Metro Park Drive, Cary, United States
- **Q**: What is the ticket price?
  - **A:** starting from 0 up to 0 USD
- **Q**: Who is organizing the event?
  - **A:** David & Ashley Lightworkers
- **Q**: What type of event is this?
  - **A:** health-wellness, workshops, meditation, yoga, virtual, webinar
- **Q**: Where can I find ticket details about The Awakened Path to Earlier & Happier Retirement ?
  - **A:** You can find ticket details about this event on AllEvents.

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