Stay connected and inspired with our soul-centered educational events. Whether you join live or catch the replay, every session is designed to bring clarity, confidence, and community.
Reclaim Your Financial Peace — Watch the replay or register for the next session.
Business Exit Strategies for Women — See upcoming events and plan your next move.
Navigating Retirement With Clarity — Access our on-demand workshop replay.
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A supportive workshop for women 45–65 navigating divorce, widowhood, or a major life reset. Learn how to move from overwhelm to clarity with...
Online
Explore our curated archive of past webinars—each designed to educate, empower, and equip you with actionable insights. Whether you’re navigating a major life transition, optimizing retirement strategies, or seeking clarity in complex financial matters, these sessions offer timeless guidance grounded in our Relentless Execution Methodology. Watch at your convenience and stay connected to the strategies that move you forward.
Explore our curated archive of past webinars—each designed to educate, empower, and equip you with actionable insights. Whether you’re navigating a major life transition, optimizing retirement strategies, or seeking clarity in complex financial matters, these sessions offer timeless guidance grounded in our Relentless Execution Methodology. Watch at your convenience and stay connected to the strategies that move you forward.
For Women Starting Over After Divorce or Loss
For Women Nearing Retirement or Business Exit
For Women Navigating Career, Caregiving, or Relocation
For Women Managing Wealth After Loss or Legal Events
For Women Business Owners Seeking Clarity, Peace, or Exit Planning
Discover articles, insights, and mindset shifts to empower your financial journey. From navigating transitions to building generational wealth, our blog is where knowledge meets real life.
Equips clients and prospects with foundational tools.
The WealthBuilder Tool by AssetMark is a personalized, goals-based investment program designed to help clients build long-term wealth with flexible portfolios, transparent reporting, and the support of dedicated financial advisors. read more...
The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from your retirement accounts annually; starting at your required distribution age. However, with proper planning, you can stretch these distributions beyond your lifetime. Use this calculator to create a projection for Required Minimum Distributions (RMD) of a qualified retirement account.
Your net worth is the value of all your assets, minus the total of all your liabilities. Put another way, it is what you own minus what you owe. If you owe more than you own, you have a negative net worth. If you own more than you owe, you have a positive net worth. This calculator helps you determine your net worth and estimates how it could grow (or shrink) over the next 10 years.
Gain a clear, personalized snapshot of your insurance coverage needs with this interactive calculator from iPipeline. Whether you're planning for income replacement, legacy protection, or debt coverage, this tool evaluates your financial situation and life goals to help identify potential gaps—empowering you to make confident, informed decisions for your family's future.
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The Longevity Financial Group and Vanderbilt Financial Group are separate and unaffiliated entities.
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.
Advisory Services offered through Vanderbilt Advisory Services
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