MASTERCLASS

How Prepared do you feel for the next 40 years of your life?

Do you want to be financially prepared for life events, enjoy strong friendships, gift generously and rock your retirement?

Are you ready to learn how to live a long, happy, financially secure life?

Our mission here at Queenvest is pretty simple. We want to help every woman feel financially secure because ..When a woman feels financially secure, she can change the world.

Register Now

Have you walked in lately to your college student son or daughter’s empty room and felt tears well up in your eyes as you wondered where all the years went?

Have you recently sat down with HR going over your severance package as your thoughts raced to the terrifying prospect of looking for your next job as a woman in her fifties?

Did you recently lose a parent and are worried about how your Mother or Father will live alone and how to best take care of them? Are you wondering how to make this next stage of your life happy?

Then you can't miss this masterclass!

Life in your fifties doesn’t stand still. You’re busier than ever juggling family, career, aging parents, and a multitude of social responsibilities which doesn’t leave much room for reflection and planning. When life events inevitably happen, they take you by surprise and may cause emotional and financial stress. You may feel completely unprepared for events such …

  • Divorce
  • Widowhood
  • Career disruption
  • Inheritance
  • Losing a parent
  • Adult child moving back to the house

Not to mention big questions such as …

How do I rediscover and rekindle my marriage in an empty nest?

How much do I still need to add to my retirement account to have enough income for retirement?

What resources are there to help my aging parents remain independent?

What are my best career options in my 50s and 60s?

How will I make new friends and have a fun social life during retirement?

How do I live a life of meaning and purpose?

How do I leave a legacy?

How do I maintain my health and athleticism as I age?

It’s not enough to have an investment portfolio and review performance quarterly with your financial advisor to feel prepared for the next forty years of your life. Your growing life expectancy means that your retirement will last an average of 8,000 days, it’s a whole phase of life that needs to be reimagined and planned.

But you don’t have to guess and wonder how to go about understanding and planning your longevity. You’ll learn this and more when you attend our 2-day virtual masterclass on February 9th and 16th, 2024.

When you attend our masterclass, you’ll come away with clarity around your longevity planning needs:

  • Think more intentionally about life going forward
  • Be financially prepared for disruptive life events
  • Identify and fill major gaps in your financial plan
  • Understand and properly prepare for 8000 days in retirement
  • Use your money to make significant impact during your lifetime
  • Have excitement and enthusiasm about creating and living a long, healthy, happy, life for the next 40+ years
Are you ready to learn how to live a long, happy, financially secure life?

Our mission here at Queenvest is pretty simple. We want to help every woman feel financially secure because ..When a woman feels financially secure, she can change the world.

Register Now

What you'll learn in this masterclass

Day 1
February 9th, 2024 1pm – 4pm on Zoom

Module 1 – Enjoy happy, fulfilling relationships

  • Enjoying fulfilling relationships to increase your overall happiness
  • Reconnecting at a much deeper level with someone
  • ‍Improving your relationships
  • ‍Making a bigger impact
  • ‍Feeling more loved and respected

Module 2 – Navigate major life events

  • How changes in your life affect your money
  • Managing financial fallout from divorce
  • Handling family finances in early widowhood
  • Integrating inheritance into financial future
  • Helping adult children
  • Understanding and participating in family finances

Module 3 – Working After Fifty

  • Women’s career paths at fifty and beyond
  • Deciding to retire early and not pursue a “second act”
  • Affording a lower compensated but more fulfilling work
  • Starting a business in your fifties
  • The pros and cons of pursuing a corporate board seat
  • Financial considerations of your career choices

Module 4 – Help aging parents maintain health and independence

  • Enjoying 8,000 days of retirement
  • Managing parents’ healthcare
  • Ensuring appropriate housing choices
  • Parents’ mobility and transportation choices
  • Aging in place
  • Parents’ income security that lasts
  • Helping solo parent
Day 2
February 16th, 2024 1pm – 5pm on Zoom

Module 5 - Securing your finances for life

  • Evaluating your current financial plan
  • Strengthening family financial plan
  • Creating your own solo financial plan
  • Securing retirement income
  • Protecting income and assets
  • Reducing tax burden
  • Leaving a meaningful legacy

Module 6 – Health and life expectancy

  • How your health changes in fifties and beyond
  • Physical and cognitive abilities as you age
  • Maintaining a healthy diet and exercise routine to extend healthy lifespan
  • Recent advances in individualized medicine
  • Finding and affording best health care

Module 7 – Having fun with friends

  • Understanding the happiness curve
  • Planning an engaging social life
  • Finding new hobbies and activities
  • Making new friends after fifty
  • Avoiding feeling lonely as you age

Module 8 -  Finding your purpose and making an impact

  • Setting up your finances to give away more funds
  • Protecting assets with trusts
  • Foundations and effect on taxes
  • Touching the lives of more people

What value you'll receive by attending the masterclass

How others have benefited from attending this masterclass

Kelly’s home staging business struggled in a tough real estate market and while her income plummeted, she maintained her financial plan and continued to be on track to retire in five years as she had planned. Having learned the importance of financial flexibility and accelerating paying off her house before she retired in the XX masterclass, she was able to keep up with her investment contributions and keep growing her portfolio to reach her target amount. Knowing that target and being proactive in reaching it, will make sure Kelly will retire even if the real estate market doesn’t immediately recover.

When Holly’s husband died unexpectedly leaving her with two teenage boys to care for, she was devastated emotionally and worried about being able to care financially for her boys. While she paid the day-to-day bills and made most purchasing decisions, her husband handled the investments and the details of the financial planning for the family. Holly would be at a complete loss as to how to manage financially had she not attended xx masterclass and learned the basics of financial organization and the action plan in case of a disruptive life event. Holly took immediate action by following the steps in her workbook, got her finances under control and put herself on a path to successfully provide  for her and her sons’ financial future.

Are you ready to learn how to live a long, happy, financially secure life?

Our mission here at Queenvest is pretty simple. We want to help every woman feel financially secure because ..When a woman feels financially secure, she can change the world.

Register Now

What bonuses are included with your ticket?

Bonus #1

Three-month trial “Queenvest Longevity Academy” membership

The Queenvest Longevity Academy is a membership community for women leaders in their 50s who want education, guidance and collaboration to achieve their best life. The Academy members participate in monthly Zoom calls on financial life management topics to learn and apply in practice important financial concepts. The curriculum covers various topics of personal finances that include:

  • Exploring and refining your goals
  • Creating an empowering investment mindset
  • Identifying profitable, prudent investment opportunities
  • Maximizing the benefits of your executive compensation
  • Understanding, organizing and keeping track of your finances
  • Reducing taxes on your retirement portfolio
  • Protecting your assets and wealth
  • Securing retirement income and not running out of money
  • Social, emotion and physical aspects of life in the fifties and beyond
  • And many more

As a Queenvest Longevity Academy member, you’ll also get access to session recordings, a community page to ask questions and collaborate with other members and a complimentary email support from me for your personal questions. This membership will transform not only your understanding of finances but reduce your stress and anxiety about money and give you the confidence in your ability to live a financially secure, prosperous life.

Bonus #2

Complimentary 1-Hour Consult with Ruzanna Queenan, CFA

In your one-hour session, we’ll explore your most pressing financial concern and identify the best strategy to achieve your goal and move you closer to the life you want. Normally a $2500 value, it’s yours with our compliments.

Bonus #3

Complimentary 1-Hour Consult with Teshra Robles, Financial Organizer

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Are you ready to learn how to live a long, happy, financially secure life?

Our mission here at Queenvest is pretty simple. We want to help every woman feel financially secure because ..When a woman feels financially secure, she can change the world.

Register Now

This masterclass is a gift to yourself you can't afford to skip

Once again, are you ready to put yourself on the path to …

  • Enjoy happy, fulfilling relationships
  • Confidently navigate major life events
  • Do meaningful, productive work
  • Help aging parents maintain health and independence
  • Assure your retirement security
  • Improve your health and longevity
  • Have fun with friends
  • Make a lasting impact

Are you ready to learn how to live a long, happy, financially secured life?

Our mission here at Queenvest is pretty simple. We want to help every woman feel financially secure because... When a woman feels financially secure, she can change the world. 

We fulfill our mission by brining information, inspiration and services to women as they work every day to provide for their families and communities. If every woman tells three of her friends about our work, we can magnify our impact and give women who need it the confidence to pursue their dreams and live meaningful, productive, purposeful lives.

Register Now