Wealth Optimization Network, LLC

Our Events

November 2025

Join Us for a Free Educational Workshop: Understanding Alzheimer’s & Dementia in Our Community

1. The Impact of Alzheimer’s & Dementia in Our Community
Learn about the challenges these conditions pose for families and caregivers, and discover resources and strategies to provide better support.

2. Open Forum – All Financial Questions Welcome
Hosted by James Honaker, CFP®, this interactive session gives you the opportunity to ask real-world financial questions and gain clarity on planning for long-term care, risk management, and wealth preservation.

Guest Speaker: Kailea Lalka from the Alzheimer’s Association will share expert insights on community impact and available support systems.

Whether you’re planning for the future or seeking guidance for loved ones, you’ll leave with actionable strategies and a deeper understanding of both financial and caregiving considerations.

September 2025

Join Us for a Free Educational Workshop: Avoiding Estate Planning Pitfalls

This special event features two engaging learning segments:

Estate Planning Essentials – Protect What You’ve Built

This session breaks down the most common—and most costly—estate planning mistakes. Learn how to structure wills and trusts, align beneficiary designations, minimize tax traps, and protect heirs with clear, conflict-reducing strategies.

Open Financial Forum – Ask Anything

Hosted by James Honaker, CFP®, this interactive Q&A gives you a welcoming space to ask real-world questions about legacy planning, wealth transfer, and risk management.

Whether you’re refining an existing plan or starting fresh, you’ll leave with math-based, actionable strategies to safeguard your legacy with clarity and confidence. Limited seating—register now.

June 2025

Join Us for a Free Educational Event on 401(k) Investing and Financial Planning!

This special event features two educational breakout sessions:

  1. 401(k) Investing – Maximize Your Match

    Led by retirement planning expert Robert Muldoon, this session will help you understand how to get the most out of your 401(k), avoid common mistakes, and plan confidently for the future.

  2. Open Financial Forum – Ask Anything

    Hosted by James Honaker CFP®, this is your chance to ask any financial questions in an open, welcoming environment.

Whether you’re just getting started with retirement planning or looking to sharpen your financial knowledge, this event is designed to empower you with math-based financial planning strategies that deliver clarity and confidence.

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