Your Fun, Flexible, & Funded Future™
Appointments and VIP Day
Working women and moms are thriving building a secure future for their families. You excel in career, motherhood, auntiehood, and are COO of your household on a daily basis.
Did You Know? More than 60% of women stated that they retired earlier than planned and 66% retired for reasons outside their control (Ref. Goldman Sachs).
Plus, women live longer than men. Living longer means greater financial risks such as inflation, outliving assets, death of a spouse or partner, and unexpected health costs. Women need more resources to cover their longer retirement and prevent falling into poverty (Ref. Wiser Women).
How often do you explore what it means to retire?
What does retirement mean to you? Have you rolled over old retirement accounts into a secure growth account?
Take time with The Savvy Team to reimagine retirement. This exclusive VIP Day will offer you a chance for a one-on-one deep dive with Dr. Jenn to create a strategy that aligns with your legacy building and lifestyle goals.
Shorter appointments are also available to support immediate rollover applications.
Ensuring a comfortable, financially flexible life is not a luxury, it is a necessity. Social security was never intended to fully support anyone.
Workplace retirement plans are only optimized during the time you are employed with that organization.
What do you have in place for yourself to securely grow your finances without the risk? Have you forgotten about money in a prior employer's retirement plan?
Retirement strategy requires careful consideration of various factors, such as preferences, interests, income, expenses, investments, and risk.
Our team will guide you through an interactive and reflective consulting experience in-person in Dallas at the beautiful PGA Headquarters, or virtually. The 4-hour VIP session will offer you personalized advice and strategies to maximize your savings potential as a working woman, mom, or auntie. Shorter sessions are done on video for 30-60 minutes.
Let us help you maximize your savings and equip you with the skills to make informed decisions about your financial future. Do your part to steward your provision. Choosing to wait could mean it’ll be too late. Express interest in the Reimagine Retirement VIP Day today. We look forward to partnering with you on this journey.