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In this full financial wellness workshop, Angie Lopera and Mario Fragomeno guide you step-by-step through key financial planning strategies to kick off 2025 with clarity, confidence, and control. You'll learn: The importance of setting financial goals for the new year Budgeting and cash flow strategies for individuals and families How to balance short-term, mid-term, and long-term financial priorities Life insurance, long-term care, and protection planning The power of indexed strategies to build safe, long-term retirement income How compound interest, tax advantages, and safe money solutions work together 📈 If you're serious about building a strong financial plan, protecting your family, and growing your retirement savings safely, this full training will give you the foundation you need for 2025 and beyond. 🔥 Whether you're just starting your financial journey or you're ready to optimize your existing plan, schedule a personal consultation to review your full plan. 👉 Schedule your private consultation: https://calendly.com/corfp/complement... 👉 Download Angie’s free eBook: "Peace of Mind. Built to Last. Life Insurance & Long-Term Care": https://corfinancialpartners.com/eboo... 👉 Download Mario’s free eBook: "Smart Growth and Safe Returns": https://corfinancialpartners.com/eboo... #financialwellness #retirementplanning #financialplanning2025 #indexedannuities #lifeinsurance #financialadvisortraining #financialfreedom #safeinvestments #angielopera #mariofragomeno #corfinancialpartners