May 2025 | Financial Literacy Series

*Participants who sign up and attend the event will receive a FREE subscription to set up their own FINANCIAL WEBSITE. 

We will discuss strategies regarding Protection, Investment, Retirement for business owners and individuals and show our state of the art planning tool called The Living Balance Sheet – this helps people stay financially organized and a way to be educated along the way.

Specific topics that will be covered

• Financial Stock Market Update as of May 2025
• Life Insurance and other protection strategies
• Investing and Financial Organization
• Retirement Planning and staying on track

Speaker

Mark Saunders is a seasoned financial professional with over 25 years of experience helping individuals, families, and business owners secure their financial futures. Known as an industry expert, Mark has dedicated his career to creating personalized strategies that align with his clients’ goals. His passion for helping others extends beyond finances, as he strives to make a positive impact in both his clients’ lives and the local community. When he’s not working, Mark enjoys spending quality time with his beautiful wife Jacqueline and their beloved grandchildren. His work is a reflection of his deep desire to empower others and contribute to their overall well-being.