Elisabeth Dawson, Author & CEO of Copia Wealth Management
Designing Retirement Income For Life EPISODE 2: PLANNING FOR YOUR FAMILY’S FUTURE Most families are caught up in the immediacy of day-to-day living. Still, it’s crucial to have a long-term strategy for the decade-to-decade future of your family’s finances—and know how to protect against what can happen in between. Elisabeth Dawson’s video series Designing Retirement Income For Life addresses these issues for young parents and families. Elisabeth’s video series dives into approaches for creating wealth and maintaining it with tools like calculating your Human Economic Value, which represents your earning capacity over your lifetime. She also shares invaluable anecdotes from real clients to illustrate the power of thoughtful planning. Let’s apply the same passion we have in our everyday work — to earn money, to build assets — and take the next step to protect it.
Learn how to prevent losing half of your income due to an unexpected life event. Watch now at SDMag.com/Copia or scan the QR code.
Prioritize your financial and retirement plan by checking out Dawson’s new book, Retirement By Design . Learn how to structure your financial life with purpose, strategies to prevent income loss, and how to create financial abundance and live comfortably for the rest of your life. Visit retirementbydesignbook.com for more information.
LIC #0C72164, #0G81294 Copia Wealth Management & Insurance Services (619) 640-2622 | 2333 Camino Del Rio South, Suite 240, San Diego, CA 92108 - Investment advice offered through Copia Wealth Management Advisors, Inc. Copia Wealth Management Advisors, Inc. is a registered investment adviser.
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