Friday, 26 July 2019
Join Kathy Longo for the FPA Journal in the Round online roundtable and interactive discussion!
July 31, 2019
2:00 PM Eastern
(1:00 PM Central, 12:00 PM Mountain, 11:00 AM Pacific)
In this month’s program, July Journal for Financial Planning contributor, Taylor Schulte, CFP, will discuss how financial planners (not marketing experts) can use online-content platforms to grow their business, attract more clients and build their brand. He is joined by fellow planners Justin Castelli, CFP, and Kathy Longo, CFP, who are featured in his article, to share their success and significant return after incorporating video, blogging, and podcasting into their marketing plan.
Thursday, 02 May 2019
There is something powerful about coming together to listen to those whose voices aren't always heard -- the participants of the life-changing programs of YWCA Minneapolis.
During the Circle of Women program, girls and women whose lives have been changed in small and profound ways share their stories with attendees. Be inspired by their stories!
Date: Wednesday, May 8, 2019
Time: 10:30 am - 1:00 pm
Location: Minneapolis Convention Center
Cost: $150 per ticket
Thursday, 02 May 2019
For the third year in a row Flourish Wealth is sponsoring this exciting celebration that benefits Common Hope. Noche de Colores is an event that celebrates students graduating this year who have benefitted from the programs at Common Hope.
This event is so fun and contributes to a wonderful cause. To learn more, register or donate visit: https://www.commonhope.org/events/noche-de-colores-2019/
Wednesday, 17 April 2019
Nicole Swanson joined the team at Flourish Wealth Management in October 2018 as Wealth Manager, working to directly support clients as they build long-term plans for the future. She graduated from the University of Wisconsin Madison with a Bachelor of Science in Personal Finance. Nicole has remained dedicated to growing her financial planning knowledge and developing tools to support our clients. It is an impressive accomplishment to become a CFP® practitioner, adds a lot of value to our team, and we want to share some of Nicole’s journey.
Thursday, 21 February 2019
We are very pleased to announce that for the fourth year in a row Flourish has been awarded as one of the top-rated financial advisors in Minnesota by AdvisoryHQ!
According to AdvisoryHQ the following are key factors that enabled Flourish Wealth Management to Rank as a Top Wealth Management Firm in Minneapolis: