Planning for Retirement with Mindfulness and Intention

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This event has ended — but you can still watch the highlights:

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Why market panic feels like trauma

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Money isn’t about IQ

📚 Want to learn more? Check out: fintentinvest.com/learn

Have you been saving and planning for retirement but still feel unsatisfied with the plan?

A more intentional and mindful approach that aligns your financial goals with your personal values and lifestyle may offer a more fulfilling alternative to a purely numbers-driven plan.

In this workshop, we will explore strategies for setting intentional goals and practicing mindful financial planning to create a retirement saving and spending plan that supports both financial and emotional well-being.

Attendees will also gain practical tips for balancing bucket-list aspirations with ongoing expenses such as healthcare and housing.

This is a free in-person workshop

All Workshops are 1 hour long (50 min content/10 min Q&A).

RSVP is required to reserve your seat. 👉

Speaker

Annelise Li, CFA

Founder | CEO, Investment Adviser Representative | CA - licensed

Frequently Asked Questions

Is this workshop free?

Yes, it is a free workshop.

  • Date : December 10, 2025
  • Time : 10:30 am - 11:30 am (America/Los_Angeles)
  • Venue : Community Center of La Canada Flintridge, 4469 Chevy Chase Drive, La Canada Flintridge, CA 91011

Ask Us Anything!