Helping Clients Reach Their Goals Through Financial Coaching Workshop
Thursday, 09 May 2019
This event was sponsored by the Personal Finance Program and the Center for Financial Security through the UW Madison School of Human Ecology. This workshop was designed to increase financial professionals’ understanding of coaching theories & skills, recognize the role of values & motivations, and identify applications in professional practice. There was also a structured networking lunch for current Personal Finance students and the workshop attendees to share their financial planning experiences during and after graduation.
The Challenges of Transitions: Understanding the personal side of money.
Wednesday, 08 May 2019
There are two sides of money; the technical and the personal. Both sides are equally important and complex, but it is the personal side that drives decision-making. Change is an integral part of the human experience. And change creates the space for new and different things to happen, both financially and personally. Even if we realize there are four stages to transition, that’s not sufficient guidance to help someone move through a major life change.
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/
Friday, 19 April 2019
Kathy Longo and Michele Lenz had a great time speaking to Matt Fizell over at the You're a Financial Planner, Now What? Podcast about how to integrate and flourish in a financial planning firm. This is a great episode for anyone looking to scale a firm, build a career path, or who is interested in growing their career as a planner into a future firm partner.