Average retirement savings for American households nearing retirement
Federal Reserve Survey of Consumer Finances
“I walked in not knowing where to start. I walked out with a plan, a date, and clarity I hadn't had in years.”— South Florida attendee
If you're working hard and still feel behind financially —
Most families are building wealth in the wrong order. One evening will show you the sequence that changes everything.
Thursday April 16 · 6:00 PM · Total Wine & More, Pembroke Pines · No pitch · No products sold
Total value: $250+ · Your investment: Free

Average retirement savings for American households nearing retirement
Federal Reserve Survey of Consumer Finances
Of Americans live paycheck to paycheck — regardless of income level
CNBC / LendingClub Report
Adults have never put a written financial plan on paper
Northwestern Mutual Planning Study
Why this matters
Every architect knows you cannot build the roof before the foundation. But most families — and most financial plans — skip steps, build floors out of sequence, and wonder why the structure never holds. This single evening will show you the correct sequence. Not theory. Not products. The blueprint.
A different approach
It's a practical framework designed to help you make smarter financial decisions in the right order.
What most people try
The Financial House Blueprint
What you will learn
Foundation
Your income is your #1 asset. The DIME Method protects it completely — so every floor above it stands on solid ground.
Floor 1
The Financial X-Ray identifies hidden structural leaks — and redirects that money to eliminate debt years faster without changing your lifestyle.
Floor 2
Your savings account is quietly losing ground. We show you the tax-advantaged alternative high-net-worth families have used for decades.
Floor 3
There is a clause in most retirement accounts that gives the IRS an undecided percentage of your life's work. We show you how to close it permanently.
Floor 4
Plant flexible seeds for your children's future — college, business, first home — without the rigid restrictions most families discover too late.
The Roof
How to ensure that what you spend a lifetime building bypasses probate entirely and reaches the people you intended — not the courts.
Where to go
The workshop will be held at Total Wine & More in Pembroke Pines. Use the map below for directions, plan to arrive a little early, and follow the retail plaza signage once you enter the property.
Venue details
Address: 15980 Pines Blvd, Pembroke Pines, FL 33027
Event time: Thursday, April 16 · 6:00 PM – 8:00 PM
What you walk away with
Your one-page Financial House Blueprint — The complete framework condensed to a single printed page you take home and apply immediately.
Your Personal Freedom Date — The exact month and year you could be completely debt-free, calculated for your specific household.
A complimentary Personal Financial Review — A private 45-minute session with a Licensed Financial Professional. No cost, no obligation, no pressure.
Light refreshments — Courtesy of Total Wine & More — because good conversations deserve good food.
Partners and spouses are strongly encouraged to attend together. Financial decisions affect the whole family.
Total value: $250+ · Your investment: Free
The Blueprint is revealed in

Annelisse Ovalles
Licensed Financial Professional with GFI
Global Financial Impact · GFI
Your presenter
Annelisse Ovalles is a Licensed Financial Professional known for helping South Florida families simplify complex financial decisions and create a more intentional path forward.
Drawing from a background in international business, contract negotiation, and years of client-facing experience, she teaches financial concepts in a way that is clear, practical, and easy to apply.
Fluent in English and Spanish, Annelisse is committed to empowering families with the education and structure they need to protect what they earn, reduce inefficiencies, and build with greater confidence.
Even one evening of clarity can change how a family approaches money for years to come.
Total value: $250+ · Your investment: Free
Global Financial Impact LLC · Annelisse Ovalles · Licensed Financial Professional
You do not need to have everything figured out before you come.
You just need to be open to seeing your financial life from a clearer, more structured perspective.
Reserve your seat and join us for a workshop designed to help you move forward with more confidence.