For People Who Want Confidence and Clarity in Their Retirement Decisions
Sign Up for The Retirement Money Moves Workshop Experience Today!
Retirement is one of life’s biggest transitions. The decisions you make now about Social Security, pensions, 401(k)s, and taxes will impact your income, security, and peace of mind for decades to come.
But here’s the good news: you don’t have to guess your way through it.
Our monthly Retirement Money Moves Workshop Experience is designed to help you prepare with confidence. Each session focuses on a key area of retirement planning—so you walk away with clarity, actionable solutions, and the confidence to make smart financial moves.
Here are the details:
📅 Date: First Thursday of every month
⏰ Time: 5:30 PM CT
What You’ll Gain From Every Workshop
✔️ Confidence in your retirement decisions
✔️ Clarity on how to maximize your income and protect your savings
✔️ Simple, practical solutions you can apply right away
✔️ Knowledge that helps you avoid costly mistakes
✔️ Guidance to help your retirement plan last
📢 Bonus: All attendees will receive a Retirement Money Moves Workshop Resource to help you put what you learn into action right away.
Upcoming Workshops
November
Smart Money Confidence: What Every Woman 40+ Needs to Know
December
Coming Soon!
Who This Workshop Is For
This experience is perfect if you:
Are in your 40s, 50s, or 60s and want to prepare for retirement with confidence
Want to avoid financial mistakes that could cost you thousands over time
Need clarity on how Social Security, pensions, and savings fit together
Value straightforward guidance that makes complex decisions easier
Take Control of Your Retirement With Confidence! Join Us!
The Retirement Money Moves Workshop Experience will give you the tools and knowledge you need to feel secure in one of life’s biggest financial transitions. Don’t leave money on the table—make retirement decisions with clarity and confidence.
Fill out the form below to secure your spot today!
Meet Your Host
Donna Cates
Owner & Founder
Money Matters Wealth Solutions
More About Donna
Donna Cates is a seasoned financial advisor with over 20 years of experience, dedicated to empowering women to take control of their financial futures.
As a Certified Divorce Financial Analyst (CDFA), wealth builder, and speaker, she has helped countless women navigate complex financial challenges, from planning for retirement to rebuilding after divorce. Her personalized approach focuses on providing empathetic, clear guidance that turns financial uncertainty into confidence and peace of mind.
Her mission is to help women achieve financial independence and security, ensuring their dreams and goals are within reach.
Money Matters Wealth Solutions is a dba of The Wealth Boutique, a registered investment advisor with the Securities and Exchange Commission. The Wealth Boutique and each of the DBAs are not under common ownership but owned and operated separately. All financial planning and advisory services are provided by The Wealth Boutique. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy.| Full Disclosure | CRS
