One Choice Financial Wellness

09/01/2026

September is Life Insurance Month...Do you have Living Benefits????
Lets Chat

One Choice Financial Wellness

09/01/2026

My granddaughter is doing big things with Her Roll N Glow Mia Bella business. She is looking for pop ups (setting up at private businesses for a few hours) and fundraisers. 💜

One Choice Financial Wellness

08/27/2026

This is an event you don't want to meet. Register TODAY

One Choice Financial Wellness

You don't want to miss this event. Registration is required.

One Choice Financial Wellness

08/24/2026

You don't want to miss this event. Registration is required.

One Choice Financial Wellness

08/14/2026

08/14/2026

Follow-Up Friday

Just checking in with you today. One of the things I’m committed to doing better is making sure my clients understand the power of the Living Benefits Life Insurance Policies they have in place.

Life insurance isn't only about what happens after you're gone. Depending on your policy and qualifying circumstances, your coverage may also provide benefits while you're living and dealing with certain illnesses or health challenges.

You have a policy for a reason. My job is to make sure you understand what it can do for you.

If it's been a while since we reviewed your policy, let's schedule a quick check-in. No pressure. Just making sure you know what you have and how it works.

That's what Follow-Up Friday is all about. 💜
One Choice Financial Wellness

08/13/2026

Let's Talk
One Choice Financial Wellness

Would your household be financially prepared for the loss of a spouse?

Depending on eligibility and individual circumstances, Social Security benefits may change after a spouse dies, while many household expenses may continue.

Ahead of National Social Security Day, it’s worth considering how your family could be affected financially by the loss of a loved one.

Our latest blog explores how a change in Social Security benefits could affect a household and the role life insurance can play in helping families prepare for the financial impact of loss.

Learn more: https://bit.ly/4hANw0p

08/13/2026

Have you ever wondered what retirement will really look like once the paycheck stops?

Our September conversation is one I think everyone preparing for retirement needs to hear:

“What Retirement Didn’t Tell Me!”
Preparing for Retirement Is Different Than Living in Retirement

Saving for retirement is one thing. Actually living in retirement is another.

We'll talk about the things you may not think about until you're there, including income, expenses, healthcare, taxes, lifestyle changes, and making your money last.

Guest Speaker: Wonda Grayson
Grayson Consulting Group

📅 Monday, September 14
🕕 6:00 PM | Doors open at 5:45 PM
📍 Orleans Bistro
5442 Southpoint Plaza Way
Registration: https://form.jotform.com/261917420828158

Come learn. Come ask questions. Come prepare for the retirement you actually want to live.

Money Mindset Monday is FREE, but registration is required.

Bring a friend, spouse, coworker, or someone who is already retired. Let's have the conversation before retirement tells you what you didn't know.

Please click the link to complete this form.