Helen Ruan - World Financial Group

08/25/2026

Life can change in an instant, so having a solid financial plan matters.

A Financial Needs Analysis (FNA) can help you understand where you are today, identify potential gaps, and prepare for the unexpected.

Want to see how prepared you are? Contact me for a complimentary FNA and let’s start the conversation.

08/20/2026

Financial literacy starts with understanding your money, setting clear goals, and making intentional decisions today that support the future you want tomorrow.

Give your money a purpose. Build with intention. Plan for the life you want.

Message me. I’d be happy to connect.
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08/18/2026

A great reminder that financial education starts early!

Back-to-school season is the perfect opportunity to help young people build healthy money habits around budgeting, saving, and responsible spending.

The lessons we teach today can help prepare the next generation for smarter financial decisions tomorrow.
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08/12/2026

诚挚邀请您！

欢迎参加 创业 101：建立时间与财务自由

了解创业如何帮助您创造：
✦ 更多的时间自由
✦ 更大的财务自由
✦ 更多的成长与发展机会
✦ 对未来更清晰的规划与愿景

日期： 2026年8月12日 & 8月26日
时间： 晚上7:00（太平洋时间）
形式： Zoom 会议与办公室会议

期待与您见面！

如有兴趣参加，请 联系我 RSVP 报名。

非常感谢！

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We cordially invite you to join us for Entrepreneurship 101: Building Time and Financial Freedom!

Learn how entrepreneurship can help you create:
✦ More time freedom
✦ Greater financial freedom
✦ More growth and development opportunities
✦ A clearer plan and vision for the future.

Dates: August 12 & August 26, 2026
Time: 7:00 PM (Pacific Time)
Format: Zoom meeting and office meeting

We look forward to seeing you there! If you are interested in attending, please contact me via RSVP to register.

Thank you very much!

07/23/2026

You're Invited!

Join us for 𝗘𝗻𝘁𝗿𝗲𝗽𝗿𝗲𝗻𝗲𝘂𝗿𝘀𝗵𝗶𝗽 101: 𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗧𝗶𝗺𝗲 𝗮𝗻𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗙𝗿𝗲𝗲𝗱𝗼𝗺 𝘄𝗶𝘁𝗵 𝗛𝗲𝗹𝗲𝗻 𝗥𝘂𝗮𝗻.

Discover practical strategies to develop an entrepreneurial mindset, create wealth, and build a life with greater time and financial freedom. Whether you're exploring a new opportunity, starting a business, or looking to grow personally and financially, this session is designed to provide valuable insights you can apply.

𝗗𝗮𝘁𝗲: Friday, July 31, 2026
𝗧𝗶𝗺𝗲: 7:30 PM Pacific Time
𝗟𝗼𝗰𝗮𝘁𝗶𝗼𝗻: Zoom

We'd love to have you join us. Scan the QR code or use link to register and reserve your spot!

https://us02web.zoom.us/meeting/register/-_JmSxCHTm6f05AjND36RA

We look forward to seeing you there!

07/21/2026

So grateful to have attended the WSB G26 Convention! ✨

It was an incredible experience filled with learning, inspiration, and meaningful connections. Receiving these awards made the event even more memorable, and I'm truly thankful for everyone who has supported and believed in me along the way.

Every recognition is a reminder to keep growing, stay committed, and continue giving my best. Looking forward to what comes next!

Thank you, WSB G26! 💙🏆

07/13/2026

Amazing to be surrounded by leaders, mentors, and teammates who inspire us to dream bigger and serve better. WFG Convention 2026 has been an incredible experience! 🤩⭐️

Onward and upward!

07/13/2026

Jeffery Roth traded one mission for another: helping families build stronger financial futures through education, integrity, and service.
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https://www.worldfinancialgroup.com/resources/mission-commission

Jeffery Roth, a World Financial Group (WFG) insurance agent, grew up in a military family, where his father’s career kept the family on the move. Inspired by the example of service he saw at home, Jeffery enlisted in the United States Marine Corps after high school and spent the next decade learni...

07/10/2026

Higher education remains one of the most significant financial commitments a family may face, and many underestimate what it truly takes to prepare.

As a TFA Financial Professional, you may be well positioned to help families understand that tuition costs have risen substantially, and that relying solely on loans or financial aid may not be enough. A consistent, proactive savings approach — even in modest amounts started early — can add up meaningfully over time.

Starting conversations earlier gives them more options later. Send me a message 𝗧𝗢𝗗𝗔𝗬:
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http://wsbcampaign.com/helenr
📧 [email protected]
🌐 financialprofessional.tfaconnects.com/xi-yan-ruan
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source: https://tinyurl.com/3bb4d893

07/09/2026

Counting down the days! Looking forward to another unforgettable experience. See you all soon!