March 1, 2024 1-4PM

virtual MASTERCLASS and recording

happy, worry-free, inspired life: your
8-step life plan at 50

Discover eight must-know insights into how longevity is transforming  retirement and get your longevity planning guide.

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 reached a point in your career where you're thinking if that's what you want to do for the rest of your working life? Are you considering a big change but are concerned about the financial implications?

Have you noticed 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 1-day virtual masterclass on March 1, 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 8,000 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

March 1, 2024 1pm – 4pm on Zoom

introduction – set your vision (Ruzanna Queenan)

  • Define who you want to be in this next phase of your life
  • Learn about the paradigm-shifting longevity planning
  • Plan a life of abundance and meaning

Module 1 – the new retirement paradigm (Brian Briggs)

  • Understand the 8,000 days of retirement
  • Learn about the four stages of longevity
  • Think through appropriate housing choices
  • Consider mobility and transportation choices
  • Aging in place happily and securely
  • Stable, predictable income security that lasts
  • Navigate the solo phase

Module 2 - your own financial plan (Ruzanna Queenan)

  • Manage the financial implications of life events
  • Create your own solo financial plan
  • Secure retirement income
  • Protect income and assets
  • Reduce tax burden
  • Leave a meaningful legacy

Module 3 – Have fun with friends (Nicole Christina)

  • Understand the happiness curve
  • Plann an engaging social life
  • Find new hobbies and activities
  • Make new friends after fifty
  • Avoid feeling lonely as you age

Module 4 -  make an impact (dr. Gina gaudio graves)

  • Set up your finances to give away more now
  • Protect assets with trusts
  • Foundations and their effect on taxes
  • Touch the lives of more people

What value you'll receive by attending this masterclass

Price: $97

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 Live Beyond 90 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 this 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 successful women 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

Teshra's superpower is helping you organize your financial life and know where everything is so that you can take confident action on your finances. She'll help you catalog your accounts, policies, subscriptions and expenses so that you feel in control of your financial life.

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

Copyright © 2022. Queenvest LLC is an investment advisor registered and domiciled in Massachusetts.