Women's Roadmap to Retirement

Join us for a must-attend webinar

Only 12% of women feel

VERY CONFIDENT

in their ability to comfortably retire*

It’s time to change that!

At this COMPLIMENTARY
webinar you will:

Event Details

Thursday, April 20

6:00pm

This webinar is easy to join and completely secure! Once you register, you’ll receive a “Join Link” that you can click to watch the online seminar on any device (your computer, a tablet, or a phone.)
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Many women feel the financial industry is only geared towards men.

It’s time to change that!

The Women’s Retirement Roadmap online workshop will teach you:

4 Key Reasons

why it's important for women to optimize their Social Security benefits.

Uncover Why

now could be the right time to convert your IRA to a Roth.

3 Planning Areas

you should focus on to help create your preferred lifestyle in retirement.

What To Do

if you’re worried about who will take care of you as you grow older.

What Married Women

need to know about retirement planning if you expect your spouse to die first.

About Our Hosts

Daniela Dubach
Daniela Dubach

Daniela Dubach is a respected leader, public speaker, and subject-matter expert. Daniela captures the mindset of individuals by helping them navigate through the complexities of economic cycles and emphasizes the importance of preparing for retirement. She is certified as a financial instructor with the National Financial Educators Council (NFEC) and as a Social Security Claiming Strategist.

As co-founder of Citrine Financial Solutions, she walks her talk. Daniela, originally from Switzerland, has been a successful entrepreneur and financial strategist for over a decade. She loves the natural beauty of living in Southern California and enjoys outdoor adventures.

Ngoc Le

Ngoc Le is a passionate educator, retirement income strategist, and co-producer of the documentary film, “The Baby Boomer Dilemma.” With a master’s in education administration, she directs her business success abilities toward education. As co-founder of Citrine Financial Solutions, she hopes to inspire others to turn their financial education into “edu-action.”

Ngoc was born in Vietnam and escaped the war on a fishing boat with her family at the age of five. Through her own personal journey of grit and determination, she has great insights with deep compassion and empathy for others who have also persevered through challenges of their own. As a full-time single mother, she cherishes her quality time with her son and their toy poodle.

877-523-1538info@citrinefinancialsolutions.com
25350 Magic Mountain Pkwy, Ste. 300, Valencia, CA 91355

Want to feel more

prepared?

Women’s Roadmap to Retirement  © 2023