In the News

Join Kathy Longo for the FPA Journal in the Round Series

Friday, 26 July 2019

Join Kathy Longo for the FPA Journal in the Round Series

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.

 

Support the 2019 YWCA Minneapolis Circle of Women Event on May 8, 2019

Thursday, 02 May 2019

Support the 2019 YWCA Minneapolis Circle of Women Event on May 8, 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 

Click here to register to attend the event or to donate to this wonderful cause 

Flourish Wealth Management is a sponsor of Common Hope's Noche De Colores | The Biggest Graduation Party of the Year on May 16!

Thursday, 02 May 2019

Flourish Wealth Management is a sponsor of Common Hope's Noche De Colores | The Biggest Graduation Party of the Year on May 16!

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/  

Congratulations to Nicole Swanson for earning the CFP® designation!

Wednesday, 17 April 2019

Congratulations to Nicole Swanson for earning the CFP® designation!

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.

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