FREE RETIREMENT READINESS MASTERCLASS REPLAY
A 3-STEP APPROACH FOR AÂ CONFIDENTÂ FUTURE
Being truly ready for retirement is more than just having enough money. We know because we’ve helped over 1,600 families with their financial lives. Join us for a free class to learn the 3-step approach for a confident future.
Featured In:
More Money Doesn't Always Equal a Great Retirement
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The biggest challenge standing between you and retirement you’ve dreamed of? Surprises.
Taxes, inflation, healthcare costs, and the emotional adjustments that come after the initial excitement of retirement fades—these are just some of the challenges that catch people off guard.
ATTEND THIS MASTERCLASS AND LEARN:
-
How to define your retirement so you can experience the lifestyle you really want
-
Not-so-common retirement considerations people overlook so you are well-prepared for the future ahead
-
Your retirement income sources so you can fund your next chapter with confidence
-
How Social Security works so you know exactly how much money you can expect to receive each month
-
How to create a smart distribution strategy that may help reduce taxes and optimize retirement savings
Get to Know The Presenters
Â
Julia Carlson is CEO and Founder of Financial Freedom Wealth Management Group, LLC, and with its successes she has become a thought leader in the financial industry. Julia has been honored to be recognized for her excellence throughout her career including being ranked by Barron’s and Forbes as one of America’s Top Advisors.
Jason Harris is President of Financial Freedom Wealth Management Group, LLC. He is a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience guiding families and individuals in their financial lives. Jason is an active member of his church and in his community, sitting on multiple boards. He’s also a frequent presenter on financial literacy topics at local schools and colleges.
What Others Say About Financial Freedom Wealth Management Group
“You made us feel more confident in our retirement decision. Emotions and second guessing can be exhausting; decisions made feel good.”
- Deborah &Â Brad
“I have been a FFWMG client for 10 years now. I have appreciated our long-standing relationship. I trust my advisor and know that if something happened to me, he would help my family get the financials sorted”
- Ilka P.
“I am so excited. For the first time, I am feeling confident that I can get us to where we want to be financially.”
- Traci M.
These statements are testimonials by clients of the financial professional as of 10/31/2023. The clients have not been paid or received any other compensation for making these statements. As a result, these clients do not receive any material incentives or benefits for providing the testimonial.
Frequently Asked Questions
Is this live?
No, this is a live-streamed encore of a previous live recorded event that is being offered free to those who register now.
Will there be a recording?
Upon registration you’ll be taken to the viewing page and can watch the masterclass right there! You’ll also receive an email within 15 minutes that will take you back to the viewing page, if you do not receive that first check your spam folder, or you can email [email protected] for support.
I can't find the email.
Please check your spam and updates folder. If you previously unsubscribed from email communications, you may need to contact [email protected] to be added again.
Can I ask questions?
Yes, we will give you a phone number where you can text message in real time.
READY TO TAKE CONTROL OF YOUR FINANCIAL FUTURE?
This masterclass will give you the insights you need!
CONTACT US
Financial Wealth Management Group, LLC
1007 SW Bayley St
Newport, OR 97365
Phone: 458.777.4458
© 2025 Financial Freedom Wealth Management Group, LLC
All Rights Reserved | Terms |Â Privacy
Marketing by RISEABLE
Â
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry expereince, review of compliance records, firm nominations; and quantitative criteria, including; assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbse nor SHOOk Research receives a fee in exchange for rankings.
Barron's to 1200 Financial Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
This site is not a part of the Facebook website or Facebook Inc. Additionally, This site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc.
FREE RETIREMENT READINESS MASTERCLASS REPLAY
A 3-STEP APPROACH TOÂ SECUREÂ YOUR FUTURE
Being truly ready for retirement is more than just having enough money. We know because we’ve helped over 1,600 families make the transition. Join us for a free class to learn the 3-step approach for a confident future.
Featured In:
More Money Doesn't Always Equal a Great Retirement
Â
The biggest challenge standing between you and the retirement you’ve dreamed of? Surprises.
Taxes, inflation, healthcare costs, and the emotional adjustments that come after the initial excitement of retirement fades—these are just some of the challenges that catch people off guard.
ATTEND THIS MASTERCLASS AND LEARN:
-
How to define your retirement so you can experience the lifestyle you really want
-
Not-so-common retirement considerations people overlook so you are well-prepared for the future ahead
-
Your retirement income sources so you can fund your next chapter with confidence
-
How Social Security works so you know exactly how much money you can expect to receive each month
-
How to create a smart distribution strategy so you can save on taxes and maximize your retirement savings
Get to Know Your Presenters
Julia Carlson is CEO and Founder of Financial Freedom Wealth Management Group, LLC, and with its successes she has become a thought leader in the financial industry. Julia, an expert in personal finance, has been honored to be recognized for her excellence throughout her career including being ranked by Barron’s and Forbes as one of America’s Top Advisors.Â
Jason Harris is President of Financial Freedom Wealth Management Group, LLC. He is a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience guiding families and individuals in their financial lives. Jason is an active member of his church and in his community, sitting on multiple boards. He’s also a frequent presenter on financial literacy topics at local schools and colleges.
WHAT CLIENTS HAVE SAID
“You made us feel more confident in our retirement decision. Emotions and second guessing can be exhausting; decisions made feel good.”
- Deborah &Â Brad
"I have been a FFWMG client for 10 years now. I have appreciated our long-standing relationship. I trust my advisor and know that if something happened to me, he would help my family get the financials sorted.”
- Ilka P.
“I am so excited. For the first time, I am feeling confident that I can get us to where we want to be financially.”
- Traci M.
These statements are testimonials by clients of the financial professional as of 10/31/2023. The clients have not been paid or received any other compensation for making these statements. As a result, these clients do not receive any material incentives or benefits for providing the testimonial.
Frequently Asked Questions
Is this live?
Upon registration you’ll be taken to the viewing page and can watch the masterclass right there! You’ll also receive an email within 15 minutes that will take you back to the viewing page, if you do not receive that first check your spam folder, or you can email [email protected] for support.
Will there be a recording?
Yes! We will be recording the training and sending the video to registrants with a limited rewatching period barring no technical difficulties.
I can't find the email.
Please check your spam and updates folder. If you previously unsubscribed from email communications, you may need to contact [email protected] to be added again.
Can I ask questions?
Yes, you will be able to ask your questions in real-time in the chat.
READY TO CONTROL OF YOURÂ FINANCIAL FUTURE?
This masterclass will give you the information you need!
 © 2025 Financial Freedom Wealth Management Group, LLC
All Rights Reserved | Terms | Privacy
Marketing by RISEABLE
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including; assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOk Research receives a fee in exchange for rankings.
Barron's to 1200 Financial Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
This site is not a part of the Facebook website or Facebook Inc. Additionally, This site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc.