Work-Optional: Designing a Life of Financial Independence & Freedom

You're invited to an intimate evening designed exclusively for women 40+ who are ready to gain clarity, strategy, and confidence around their financial future.

Whether you're five years away from retirement or simply want the freedom to make work optional, this private planning experience will help you explore what’s possible—and show you how to start designing a life of purpose, independence, and ease.

Led by Selena Teasley, CFP®, RICP®, this event will walk you through the foundational elements of a Work Optional plan, including:

✅ Clarifying your vision for life beyond work
✅ Understanding the 4 key pillars of financial independence
✅ Identifying the gaps that may be holding you back
✅ Learning how to close those gaps through smart planning:
– Cash flow strategy
– Tax efficiency
– Investment alignment
– Risk protection

You’ll also complete a Work Optional Vision Sketch—a guided worksheet to map out what freedom looks like on your terms.

✨ What to Expect:

• A relaxed, engaging environment with thoughtful conversation
• Practical insights tailored to women navigating their next chapter
• A curated worksheet to guide your personal vision and goals
• A chance to connect with a financial expert who understands the unique challenges women face when planning for independence