Welcome to
The Longevity Financial Group

Welcome to The Longevity Financial GroupWelcome to The Longevity Financial GroupWelcome to The Longevity Financial Group
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  • ⌂ Rise & Reclaim
  • VIP Experiences
    • Wealth Reclaimed
    • Business Reclaimed
    • Rise Through Transition
    • Retired Empowered
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    • ⌂ Rise & Reclaim
    • VIP Experiences
      • Wealth Reclaimed
      • Business Reclaimed
      • Rise Through Transition
      • Retired Empowered
      • Inheritance & Settlement
    • About Us
    • Resources
    • Partner with Us
    • RightCapital Client Login
    • Contact Us

Welcome to
The Longevity Financial Group

Welcome to The Longevity Financial GroupWelcome to The Longevity Financial GroupWelcome to The Longevity Financial Group

Signed in as:

filler@godaddy.com

  • ⌂ Rise & Reclaim
  • VIP Experiences
    • Wealth Reclaimed
    • Business Reclaimed
    • Rise Through Transition
    • Retired Empowered
    • Inheritance & Settlement
  • About Us
  • Resources
  • Partner with Us
  • RightCapital Client Login
  • Contact Us

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WORKSHOPS & WEBINARS

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. 

Coming Up

05/07/2025

Start Fresh: How to Rebuild Your Financial Life After Loss

12:00 PM CST

Online

Event Details

05/07/2025

Start Fresh: How to Rebuild Your Financial Life After Loss

A supportive workshop for women 45–65 navigating divorce, widowhood, or a major life reset. Learn how to move from overwhelm to clarity with...

Event Details

12:00 PM CST

Online

Past Events

Revisit Our Signature Conversations on Wealth, Wisdom, and Financial Strategy

 

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.

Revisit Our Signature Conversations on Wealth, Wisdom, and Financial Strategy

 

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.

Market News & Insights

By VIP Experience

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Wealth Reclaimed

For Women Starting Over After Divorce or Loss 


  • Reclaim Checklist — Take inventory of your financial life and clarify your next steps. 
  • What’s Mine to Carry Worksheet — A gentle tool for emotional and financial boundary setting. 
  • Divorce & Money Guide — Navigate financial decisions post-divorce with clarity and peace. 



View Resources
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Retire Empowered

 For Women Nearing Retirement or Business Exit 


  • Retirement Income Checklist — Assess your income streams and future needs. 
  • Estate Planning 101 — A beginner-friendly guide to wills, trusts, and power of attorney. 
  • Legacy Letter Template — Share your values, stories, and heart with the next generation. 



View Resources
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Rise Through Transition

 For Women Navigating Career, Caregiving, or Relocation 


  • Transition Budgeting Worksheet — Anchor your finances through uncertain seasons. 
  • Vision Reset Journal — Reflect, dream, and re-align your goals. 
  • Navigating Change Financially — Practical strategies for making sound decisions in transition. 



View Resources
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Inheritance & Settlement Stewardship

 For Women Managing Wealth After Loss or Legal Events 


  • Inheritance Stewardship Guide — Step-by-step support to honor and manage new wealth. 
  • Grief & Financial Decisions — Thoughtful guidance for making peace-filled decisions. 
  • Trusted Advisors List — A curated list of legal and financial professionals to support your journey. 



View Resources
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Business Reclaimed

 For Women Business Owners Seeking Clarity, Peace, or Exit Planning 


  • Business Exit Readiness PDF — Evaluate where you stand and what comes next. 
  • Profit Clarity Worksheet — Understand your numbers and regain control. 
  • Burnout Recovery Checklist — Realign with your purpose, peace, and power. 



View Resources
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Education & Blog

 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.  








Visit Marketing News & Insights

🌐 Additional Resources Hub

Financial Planning Fundamentals

Equips clients and prospects with foundational tools.

AssetMark WealthBuilder Tool

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...

RMD & Stretch IRA Calculator

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. 

Net Worth Calculator

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. 

Life Quotes Needs Analysis

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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Copyright © 2025 The Longevity Financial Group - All Rights Reserved.


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
For additional information on services, disclosures, fees, and conflicts of interest, please
visitwww.vanderbiltfg.com/disclosures  

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