Wealth Circles

Feel empowered with your wealth

Connect with a group of like-minded individuals who are growing in knowledge and confidence around wealth and money. Every month we discuss a different topic that empowers you with your wealth.

2023 Events

March

Wealth planning for Life’s transitions

March 30^th – 5:30-8:30pm

In Person at Modernwell

April

Life, Caregiving, and Death

April 27^th – 5:30-8:30pm

In Person at Modernwell

August

Negotiating Your Worth – Salary & Compensation

August 24^th – 5:30 – 8:30pm

In Person at Modernwell

September

Real Estate Investing

September 21^st – 5:30-8:30pm

In Person at Modernwell

October

Impact Investing

October 26^th – 5:30-8:30pm

In Person at Modernwell

November

Charitable Giving & Philanthropy

November 30^th – 5:30 – 8:30pm

In Person at Modernwell

Surround yourself with humans who are leveling up their wealth journey

Connect with other individuals who are taking charge of their financial future, and are committed to creating an invested community.

Are you prepared for a financial windfall?

Learn wealth options for receiving an inheritance, lump-sum pension payout, insurance settlement, or the sale of a family home.

Rising or seasoned star in your career?

Gain knowledge in how to manage additional income so you can maintain wealth into your future.

Wearing multi hats as a caregiver and career professional?

Learn the specifics that you should have financially, practically, emotionally, and relationally in order to integrate your roles.

Schedule for our future Wealth Circles:

MARCH 2023

TOPIC: FIERCE, FINANCIALLY INDEPENDENT FEMALES

As a fierce financially independent woman, you are grounded in your wealth through your vision, purpose, and goals. You have a plan of action to bring your vision to life. Surround yourself with other women who are up-leveling their wealth to make an impact in their lives, their family’s lives, and their community.

Cost for event: $15 per PERSON

Wednesday, March 15th from 6 to 7:30pm

Where: lululemon Mall of America

REGISTRATION IS REQUIRED

TOPIC: CREATING FINANCIAL RESILIENCE IN TRANSITIONS

Change is the one constant in our lives. I am sure you have experienced multiple life transitions at once – losing a loved one, a job promotion, divorce, children entering a new stage in life, opening a business, and so many more. You deserve to build a strong financial foundation to assist you in getting through these transitions.

Cost for event: $35 per PERSON

Thursday, March 30th from 5:3 to 8:30pm

Where: Modernwell Co-working Space/Forethought Planning HQ

2909 S Wayzata Blvd., Minneapolis, MN 55405

REGISTRATION IS REQUIRED

JOIN US

What do we talk about?

Our commitment is to bring you education around the topics of wealth that are important in building a solid foundation. Our topics change every month but are inspired by you.

Create your wealth vision & mission statements
Stepping into your worth – addressing the pay gap & negotiating
Creating your Personal Board of Directors
Financial planning and the right questions to ask
Setting goals and allowing for flexibility
Life Transitions and how to plan for them
Breaking down the complexities of tax planning
Estate planning and why you should care about legal documents
Cashflow – the key to planning no matter where you are in your wealth journey
Executive compensation plans and what you need to know
Investing with purpose; how to consider risk vs. reward
Strategic charitable giving
Planning for when you can no longer manage your finances
Real estate or angel investing and when its a good alternative to your portfolio
Insurance planning