Legacy Financial Wellness with Rita Stewart - Five Rings Financial

10/19/2026

💰 Entrepreneurs & Small Business Owners: It’s Time to Level Up Your Money Game!

Building a successful business is about more than generating revenue. It’s about knowing how to manage your money, plan for retirement, and build long-term financial security.

Join us at Two Twelve LOC’D IN on Thursday, October 22, at 3:00 PM as we welcome Rita Taylor Stewart (https://www.linkedin.com/in/ritastewart1/), Wealth Planner, Retirement Consultant, and Financial Educator, who will share valuable insights to help entrepreneurs and small business owners strengthen their financial knowledge and approach money with greater intention.

Whether you’re growing your business, planning for retirement, or working toward lasting financial success, this is an opportunity to gain practical knowledge, build meaningful relationships, and invest in your financial future.

📅 Thursday, October 22 | 3:00 PM
📍 Join Us In Person

United Real Estate
9011 Arboretum Pkwy., Suite 120
Richmond, VA 23236

💻 Can’t Join Us In Person? Attend Virtually!
🔗 Join the Zoom Meeting: https://lnkd.in/eB6Vs4hX
Come ready to learn, connect, and elevate your financial game!

At Two Twelve LOC’D IN, we believe business growth starts with the right relationships, access to valuable resources, and a commitment to continuous learning. Let’s keep building businesses that thrive today and create opportunities for tomorrow.
Two Twelve LOC’D IN — Where relationships, resources, and business growth connect.

10/16/2026

A layoff does not have to disrupt your financial foundation. Let’s talk!

10/14/2026

Listen!
There is no lack in this room!
Knowledge is abundant!

Money, Mix, and Mingle was incredible! The attendees were engaged, our guest speaker shared powerful nuggets about all things medicare and more!

And of course we spent time mixing, mingling, and shared money strategies!

Join us next time! Simply ask me how. You need to be in the room!

10/07/2026

Diversify your portfolio.

What does that mean?

Many see it as I have a diversified stock portfolio.

What you must consider is whether your overall financial portfolio is in one bucket or solution or are you leveraging multiple solutions.

Have you considered what percent of your money is placed where and earning returns how?

What’s your risk tolerance, what are current market indicators showing?

Is 80% of your portfolio in stock market based solutions, 10% CD’s, 10% cash? Are you comfortable with 80% of your funds in one solution?

Had a conversation with a woman, in her case retired. Minimal liquidity, cash on hand, accessible to her, with 98% of her retirement money in market based solutions.

How do you feel about that right now? Her reply, “I’m terrified, but my ‘ financial person’ won’t agree to me moving any money to safety.”

Listen, it’s your money, your decision. Recalibrate your current financial picture and adjust it to meet your goals and YOUR peace of mind. Period.

A financial person can offer solutions based on your goals, however YOU make the final decision. 1. It’s your money. 2. Seasons of life change, and at some point your financial portfolio needs to adjust with it!

Placing some of your money in safe solutions, with equitable returns and guarantees for your money to last you for life, should definitely be considered.

Please don’t continue to keep so much of your money at the beck and call of uncertainty. If you want to have a conversation about this, reach out to me. Blessings!

09/21/2026

Define Success on Your Own Terms!
It’s totally possible and liberating, ask me how I know. Let’s connect!

09/16/2026

Intentional Steps!
Have you considered what they need to be for your financial wellness?
Schedule a consult with me. No obligations, simply a conversation.

09/04/2026

Get the clarity you need on how much life insurance you need. If you already have coverage, this is a great time to make sure it still fits the life you have today. And if you’ve never put a plan in place, let’s have a conversation about what protecting your family could look like. I’m here to help you have the clarity and ultimately the protection needed.

09/01/2026

Listen! Protect what is inportant to you!!!

September is all in month to protect your blindside!

Let's book a consult on your life insurance and financial picture...

Give me a call, send a message,
Or shoot a text!

You can’t always see life’s biggest challenges coming. But you can prepare for them. Life insurance is designed to protect the people and things that matter most—but today’s coverage can do much more than provide a death benefit. Life Insurance with Living Benefits may allow you to access a ...

08/27/2026

There is a difference between retirement savings and retirement income.

You may accumulate a nice sum of money, however, have you considered whether that money is positioned to provide you with an income for the rest of your life?

I can help you with that. Seriously! Let’s have a conversation.

08/27/2026

Join us! Simply ask me how!

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