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Retirement Wealth By Design

RETIREMENT BY DESIGN BOOK
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      Praise From the Financial Industry…

      Face of Finance, Wealth Management
      Face of Finance, Wealth Management
      2024

      Face of Finance, Wealth Management

      Elisabeth is recognized as the Face of Finance for the fourth year in a row! Elisabeth's comprehensive approach to retirement planning sets her apart by exceeding expectations and transforming people's financial lives.
      Elisabeth Dawson Creates Life-Changing Income & Retirement Planning
      Elisabeth Dawson Creates Life-Changing Income & Retirement Planning
      JULY 2023

      Elisabeth Dawson Creates Life-Changing Income & Retirement Planning

      Elisabeth Dawson shows people how to design and achieve their future retirement dreams with strategic wealth building, income creation, and legacy protection financial tools.
      Finance Monthly Global Awards 2021: Interview With Elisabeth Dawson
      Finance Monthly Global Awards 2021: Interview With Elisabeth Dawson
      2021

      Finance Monthly Global Awards 2021: Interview With Elisabeth Dawson
      Face of Finance, Wealth Management
      Face of Finance, Wealth Management
      2022

      Face of Finance, Wealth Management

      This elite crop of innovators and influencers use their expertise to elevate their fields and bring big ideas to life.
      Elisabeth Dawson Helps Create Richer Tomorrows
      Elisabeth Dawson Helps Create Richer Tomorrows
      JANUARY 2022

      Elisabeth Dawson Helps Create Richer Tomorrows

      Dawson’s desire to help individuals plan for their future has been at the heart of Copia Wealth Management and Insurance Services.
      A Rare Find, Elisabeth Dawson President, CEO and Founder of Copia Wealth Management & Insurance Services
      A Rare Find, Elisabeth Dawson President, CEO and Founder of Copia Wealth Management & Insurance Services

      A Rare Find, Elisabeth Dawson President, CEO and Founder of Copia Wealth Management & Insurance Services

      Failure was not an option. "It was tough at first to go against the norm but I'm glad I followed my instinct."
      ABC 10 News San Diego Financial Forecast Segment Interview- Behind The Scenes
      ABC 10 News San Diego Financial Forecast Segment Interview- Behind The Scenes

      ABC 10 News San Diego Financial Forecast Segment Interview- Behind The Scenes

      Here's a peek behind the scenes of filming our upcoming TV segment. We're discussing my Wealth By Design online course.

      #financeeducation #wealthbuilding #wealthbydesign
      ABC 10 News San Diego Financial Forecast Segment Interview
      ABC 10 News San Diego Financial Forecast Segment Interview

      ABC 10 News San Diego Financial Forecast Segment Interview

      Here's a clip from my segment which recently aired on ABC 10 News San Diego.

      #sandiego #finance #financialprofessional #marketforecast
      Finance Monthly Global Awards 2021: Interview With Elisabeth Dawson
      Finance Monthly Global Awards 2021: Interview With Elisabeth Dawson

      Finance Monthly Global Awards 2021: Interview With Elisabeth Dawson

      We hear from Elisabeth Dawson - Founder of Copia Wealth Management & Insurance Services and Copia Wealth Management Advisors Inc.
      The Face of Finance, Wealth Management Elisabeth Dawson
      The Face of Finance, Wealth Management Elisabeth Dawson
      2023

      The Face of Finance, Wealth Management Elisabeth Dawson

      This elite crop of innovators and influencers use their expertise to elevate their fields and bring big ideas to life.
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      Ultimate Wealth

      By Design Course

      • The Wealth by Design 10-part video course that walks you through step-by-step exactly how to create financial freedom and a stress-free retirement
      • Wealth By Design worksheets, spreadsheets and action plans to make sure you apply everything you learn into your life.
      • Instant access so you can, so you can immediately start turning your dream life into a reality.
      Ultimate Wealth By Design Course

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      The information provided in this website is for informational and educational purposes only. This website is not investment advice nor is it intended to address the financial needs of any particular viewer. The opinions expressed of this website are not intended to be an endorsement of any particular investment strategy or service. You must make an independent decision regarding investments or strategies mentioned throughout the website. Before acting on information in this website, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from a financial or investment advisor.

      Investment advice offered through Copia Wealth Management Advisors, Inc.
      Copia Wealth Management Advisors, Inc. is a registered investment advisor.