Elements Financial

?? Capstone Presentations & Graduation Day! ?? Today, Sam Thompson and I had the privilege of listening to the trueU Advanced Leader 4 Capstone Presentations—and WOW! ?? Each team delivered an exceptional, impactful Capstone project, demonstrating creativity, strategy, and leadership at its best. Some of our leaders even stepped out of their comfort zones, overcoming personal fears along the way, and that’s what growth is all about! ?? ?? Congratulations to our Advanced Leader 4 Graduates! ?? What an incredible cohort of dynamic leaders who have truly embraced the challenge of elevating their leadership skills. Your hard work, dedication, and passion have paid off. We are so proud of everything you’ve achieved! A special shout out to Dawn Hardwick, CUDE with Elements Financial on being chosen as the AL 4 Class Speaker! You did a fabulous job! A huge thank you to the companies that invested in these leaders' development. Your commitment to nurturing talent and supporting their growth is invaluable. We are grateful for the opportunity to partner with you in this journey. ?? But remember, this is not the end—it’s just the beginning. The skills, insights, and relationships you’ve built here will continue to shape your leadership for years to come. ?? Onward and upward! ?? #LeadershipDevelopment #Capstone #AdvancedLeader4 #ContinuousGrowth #LeadershipJourney #ProudMoment Jason Bailey Amber Fields Edwin Frieden Richard Loschen Bob Martin Renita Skinner Daniel Stahl Jacob Straber Jennifer Strong JD Taylor Jacob Van Velse Jodi Virgil, PHR, SHRM-CP Danny West Jim Wiedemann Hannah Wiscaver, PHR,SHRM-CP Laura Wood Chris Mills Mike Lantz Kristin Borgert Karina Platacis Jennifer Coldiron Mindi Epstein Ken Turro

Boomers, are you ready for retirement? You’ve spent many years working hard, gradually building savings and benefits – now’s the time to make the most of everything you’ve earned. Whether you’re in or approaching retirement, know that saving and investing don’t have to end. In fact, building wealth in your later years can offer greater financial security, giving you more time to enjoy life beyond the workplace.?? ? In our new advice article, we discuss the Baby Boomer generation’s approach to money, effective financial planning strategies for retirement, and how to continue growing your wealth.??

At Elements Wealth Management, we’re committed to helping you create a financial plan that aligns with your goals and values. Whether you're planning for retirement, just beginning your investment journey, or simply looking for expert advice, our advisors are here to guide you every step of the way. Visit elements.org/Wealth to schedule your complimentary consultation today!