June 2023

Elisabeth Dawson, Author & CEO of Copia Wealth Managment

A NEW VIDEO SERIES FROM ELISABETH DAWSON Designing Retirement Income for Life Time is ticking away, and the future will be here before you know it — whether you’re ready or not. Should you have started investing in your retirement ten (or more) years ago? Certainly. But there’s a way to take control of your financial wish list and make up for lost time. Elisabeth Dawson, veteran fiduciary, financial educator, founder of Copia Wealth Management, and author of Retirement by Design , has the experience and tools to help you design and prepare for the retirement and wealth goals you desire—not just what you think you need. Elisabeth is launching a new video series highlighting key financial strategies for every type of lifestyle, whether you’re single, raising a family, running your own business, or looking at retirement on the horizon. In this six-part video series, you’ll learn ways to maximize the money you have today to grow your wealth and plan for the retirement lifestyle you deserve. Join Elisabeth on your path to financial freedom with this insightful and integral part of your retirement education.

Watch the video at SDM.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.

Made with FlippingBook Digital Proposal Creator