Prosperity Wealth Planning

Wishing you all a Happy Labor Day! ☀️🎉

Today, we’re taking a moment to appreciate the hard work, dedication, and contributions that help our communities thrive.

We hope you enjoy a well deserved day of rest and time with those who matter most.

🏠💰 Divorce is about more than splitting everything 50/50. The way assets are divided can have a lasting impact on your financial future.

In the latest episode of Supercharge Your Finances, Easton Price, CFP®, CDFA®, Jordan Bromley, CFP®, and Ava Pompay, CFP®, explore key financial considerations during divorce, including the marital home, after tax asset values, and long term financial goals.

🎧 Tune in to the latest episode:
https://www.youtube.com/watch?v=wimauGUwiaY&t

Our planning team had a great time at Toyota Auto Body in Long Beach earlier this month, presenting to the Toyota team members!🚗🎉

We shared insights and strategies designed to help solidify their financial foundations and make the most of the years ahead.

Thank you to the Toyota team for having us! We enjoyed the opportunity to connect, share ideas, and have meaningful conversations about financial planning. 👏✨

⛳ Early Bird Pricing Ends September 1st!

We’re proud to sponsor the 11th Annual aMAYZing Kids Golf Tournament on Friday, September 18 at Tijeras Creek Golf Course.

This special event supports aMAYZing Kids Pediatric Therapy Clinic, helping provide children with the therapy and support they need to thrive. 💙

Register by September 1 to take advantage of Early Bird pricing: https://www.charityvalet.com/amayzingkidsgolf26/tourn1.asp

Have you had the important conversations with your family about your wishes, values, and the legacy you hope to leave behind? These conversations can be difficult, but they can also bring clarity and understanding.

Join us for More Than Money: A Legacy Planning Panel as experienced professionals share their perspectives on legacy planning and the conversations worth having.

📅 Wednesday, August 26 at 4:00–5:00 PM PT
💻 Virtual Webinar
⌨️ Register here: https://calendly.com/easton-prosperitywealthplanning/more-than-money-a-legacy-planning-panel/2026-08-26T16:00:00-07:00?month=2026-08&date=2026-08-26

What if you could retire at 55? Early retirement is possible, but it takes more than just reaching a savings goal.

In our latest Supercharge Your Finances – The Education Series episode, Ava Pompay, CFP®, walks through key questions to consider before making the leap, including healthcare, taxes, and retirement income planning.

🎧 Tune in now: https://www.youtube.com/watch?v=9MKiBeCJa8I&t

🎙️ New Podcast Episode!

In this episode, the Prosperity Wealth Planning team explores the deeper meaning of legacy and why it goes beyond what we leave behind financially. They discuss how thoughtful planning can help families preserve their values, share their stories, and create a lasting impact for future generations.

Listen here: https://www.youtube.com/watch?v=40y91wPOmzs&t

Legacy planning is about more than money - it's about preparing the people you love for life's most important transitions.

Join us for More Than Money: A Legacy Planning Panel, where a panel of experienced professionals will share valuable insights from their unique perspectives on creating a meaningful legacy.

📅 Wednesday, August 26, 2026
🕓 4:00–5:00 PM PT
💻 Virtual Webinar
Register here: https://calendly.com/easton-prosperitywealthplanning/more-than-money-a-legacy-planning-panel

Join us in celebrating Jordan this month! 🎉

This week marks Jordan's second work anniversary with Prosperity Wealth Planning, and later this month, he'll also be celebrating his birthday! 🎂

We're grateful for Jordan's dedication, professionalism, and the positive impact he makes on our team and our clients every day.

Please join us in congratulating Jordan on his work anniversary and wishing him an early happy birthday. Here's to another wonderful year ahead! 🥂🥳

💡 Education Series Alert | Supercharge Your Finances

How do you replace your paycheck once you retire? In our latest episode, Jordan Bromley, CFP®, walks through how different retirement income sources can work together to help create a reliable income strategy.

Watch here: https://www.youtube.com/watch?v=szaxhhCWvik&t