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.
March 30th – 5:30-8:30pm
In Person at Modernwell
April 27th – 5:30-8:30pm
In Person at Modernwell
August 24th – 5:30 – 8:30pm
In Person at Modernwell
September 21st – 5:30-8:30pm
In Person at Modernwell
October 26th – 5:30-8:30pm
In Person at Modernwell
November 30th – 5:30 – 8:30pm
In Person at Modernwell
Learn wealth options for receiving an inheritance, lump-sum pension payout, insurance settlement, or the sale of a family home.
Gain knowledge in how to manage additional income so you can maintain wealth into your future.
Learn the specifics that you should have financially, practically, emotionally, and relationally in order to integrate your roles.
MARCH 2023
TOPIC: FIERCE, FINANCIALLY INDEPENDENT FEMALES
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
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
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.
*Forethought Planning and LPL Financial are not affiliated with any of the above-named charities.
The material on this website was created for educational and informational purposes only and is not intended as tax, legal or investment advice. Please consult with your attorney, tax, or financial professional for guidance on your specific situation. LPL Financial does not provide tax or legal advice.
Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice offered through Forethought Planning, a Registered Investment Advisor. Forethought Planning and LPL Financial are separate entities. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issues for non-financial reasons, and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.