Events
New Class Opportunities!
Check back often, we will offer virtual small group client classes and hybrid - both in-person and virtual open-enrollment classes (available to all). Both client and open-enrollment classes will provide specific education, action steps, and collaboration with other professionals to provide you with the highest quality education. Check out our next open-enrollment class opportunity. One of our top goals is to have you feeling confident and prepared with your money. Join us...let's smash those financial goals.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
January 17, 2024
11:00a - 12:30p
CoCo (Formerly the Fueled Collective)
Aligning Wealth & Purpose: A Time and Money Management Blueprint for Executives
Embark on a transformative journey to align your wealth and time with your purpose! Join us on January 17th at 11:00AM CST for an enriching 90-minute session 'Aligning Wealth & Purpose' class at CoCo in Northeast Minneapolis (Zoom option available). Discover how to discern priorities, optimize time and money, and define your core values. Walk away with personalized action steps for a more purpose-driven life.
September 20, 2023
8:30a - 10:00a
CoCo
Wealth Wellness Breakfast Roundtable
We are thrilled to invite you to our exclusive Wealth Wellness Breakfast Roundtable on September 20th, tailored for professional executives like you who are committed to growth, connections, core values, and financial wellness!
September 16, 2022
8:30a - 9:00a
Zoom
How to Invest in Particular Industries - Client Class
Save the date for a new virtual client class on investing in particular industries. We'll go over why this is important, what the risks and benefits are, how we manage sector rotation, and how we incorporate this into portfolios!
July 26, 2022
7:45a - 8:15a
Online
All the Things You Need to Know about Recession - WWG Client Class
Join us on July 26th at 7:45 am for a 30-minute zoom where we tackle topics regarding a recession.
June 30, 2022
7:45a - 8:15a
Zoom
Potential Ways to Combat Inflation - Client Class
Sign up and join me for a 30-minute virtual class on potential ways to combat inflation on June 30, 2022, at 7:45 AM CST. I will share strategies on how to pay down debt, investments that can help with inflation, and more. Join us virtually!
June 8, 2022
12:00p - 1:00p
Zoom Link
Money Archetype - open enrollment
The Money Archetype class explains how we handle money emotionally. As logical as we try to be, all our decisions come down to how we feel about it.
April 14, 2022
12:00p - 1:00p
Virtual Event - Zoom
Marriage, Money & Communication - open enrollment
Money is frequently a source of marital conflicts…but is money the core problem…or is it something else? Perhaps, money is the fuel that propels conflict, but the underlying problem is our inability to communicate about money in a healthy, productive way.
January 20, 2022
12:00p - 1:00p
Online
Money Archetype - open enrollment
The Money Archetype class explains how we handle money emotionally. As logical as we try to be, all our decisions come down to how we “feel” about it.