CAN I STILL RETIRE ON TIME? 

Learn How to Regain Clarity and Confidence in Your Retirement Strategy Post-COVID

Take the 5-Day Retirement Ready Challenge  
starting March 29th for FREE! 

Get 5 Days of live educational webinars that will teach you how to 
regain confidence and clarity in your retirement strategy post-COVID.
 
Learn if you can still retire on time during these uncertain times.

Sessions Include:
Day 1: Defining Your Retirement
Day 2: Knowing Your Income + Social Security Options
Day 3: Retirement Considerations and Investment Risk Management
Day 4: Understanding Your Taxes Now and In Retirement
Day 5: Reflect and Take Action

Sessions are ~40 minutes long, between 12-1PM (PDT). If you are unable to make the time, the sessions will be recorded and you can watch at your convenience. 
Dear Future Retiree,

Has COVID wrecked your retirement plans?

One of the greatest problems Baby Boomers are facing today is knowing when they can retire. We have been hearing, "I can't retire due to COVID, I am concerned about my investments."

You too, might be facing these uncertainties and feelings of worry, hoping one day to take control of your financial future.

Today, that’s about to change for you.

We created the 5-Day Retirement Ready Challenge to help people just like you regain clarity and confidence in your retirement strategy post COVID. 

Over the past 20 years we have helped hundreds of couples and individuals retire with the lifestyle they desire. This is your opportunity to do the same in a highly interactive experience. 

By The End Of This Challenge You Will Learn:
1. Define and outline your retirement dream. Retire on your terms.
2. Know what steps need to be taken for your financial future.
3. Understand social security, intentional investing, and how to minimize taxes. 

Hit the button on the side to register for this free challenge while registration is still open.

To your success,
Financial Freedom Wealth Management Group, LLC

Time Sensitive: Do not miss this 5-day highly-interactive learning experience where you will be personally mentored by a panel of experts from the Financial Freedom Wealth Management Team.

The challenge starts  March 29 and will include important information you need to help you become Retirement Ready. 

Meet The Presenters

Julia Carlson, AIF®

Julia is the Founder and CEO of Financial Freedom Wealth Management Group, LLC. She founded the firm at the turn of the century, and with its successes she has become a thought leader in the financial industry. Julia is an entrepreneur, speaker, author, educator and expert on the investment landscape. She is recognized as being especially knowledgeable on topics relating to tax strategies for retirement and distribution planning, as well as exit planning for business owners. Julia is a SmartVestor Pro for nationally syndicated radio talk show host Dave Ramsey, and she leads our national SmartVestor Pro team. 

Julia is an Investment Advisor Representative and Registered Principal with LPL Financial. She has her Series 24, 7, 63 and 66 Securities registrations held with LPL Financial, as well as her state Life and Health Insurance licenses.

Jason H. Harris, MBA, CFP®

Jason is a graduate of Oregon State University and received his MBA in Finance from Walden University. In addition to being trained as a Ramsey Solutions Master Financial Coach by Dave Ramsey’s team, Jason brings years of experience in financial systems and money management. This extensive experience empowers Jason to be able to quickly understand and work with many of today’s challenges within the financial industry. Jason joined our team in 2013.

Jason is a CERTIFIED FINANCIAL PLANNER™ professional, wealth advisor and the Vice President of Financial Freedom Wealth Management Group. Jason is an Investment Advisor Representative and Registered Representative with LPL Financial. He has his Series 7 and 66 Securities registrations held with LPL Financial, as well as his state Life and Health Insurance licenses. 

David J. Wright (DJ)

David J. Wright (DJ) is a Wealth Advisor and Portfolio Manager for our team. He leads our portfolio management team and is dedicated to finding the best investments for our clients and building their customized portfolios. As a wealth advisor, DJ is passionate about serving our clients across the nation and providing guidance to help them pursue financial freedom. He received his Bachelor’s degree from the University of Oregon where he focused on economics and business. His past experience includes work in the customer service industry and assisting the Chamber of Commerce. As a Eugene, Oregon native, DJ enjoys the outdoors, sports, and spending time with his son.

DJ is an Investment Advisor Representative and Registered Representative with LPL Financial. He has his Series 7 and 66 Securities registrations held with LPL Financial, as well as his state Life and Health Insurance licenses.

Catherine Valega, CFP®, CAIA

Catherine is passionate about building long-term relationships with clients and creating customized plans to help them reach their goals. She received a bachelor’s degree in Economics from the University of Pennsylvania, and a master’s degree in International Relations from the Johns Hopkins School of Advanced International Studies. She is a member of the Financial Planning Association, Boston Women in Finance, and CAIA.org. She speaks French fluently and is proficient in Spanish and Italian. She enjoys traveling and staying active with her husband and their four daughters. Her cat and golden doodle round out her family.  

Catherine is a CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Alternative Investment Analyst. She holds her FINRA Series 7, 63, and 66 with LPL Financial, and is also a registered Life, Accident, Health, Property & Casualty Insurance agent.
Contact Financial Freedom Wealth Management Group, LLC
458.777.4458 • financial.freedom@lpl.com
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Dave Ramsey, Financial Freedom Wealth Management Group and LPL Financial are all separate entities.

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