In the News

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/  

Kathy Longo and Michele Lenz featured on the You're a Financial Planner, Now What? Podcast

Friday, 19 April 2019

Kathy Longo and Michele Lenz featured on the You're a Financial Planner, Now What? Podcast

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.

Kathy Longo featured on Worth | The Investment Gap

Friday, 29 March 2019

Kathy Longo featured on Worth | The Investment Gap
"From pay disparity to finding the right financial advisor, women face distinctive challenges when it comes to maintaining and building wealth. And sometimes the biggest hurdle is internal. So what’s a woman to do? Start planning."

- Sarah Max

Kathy Longo, CFP®, CAP®, CDFA® was recently asked by Worth to share her expertise on ways in which finding the right financial advisor can help women at all stages of their lives and careers build wealth. Especially in the face of issues like wage discrepancy, and a lack of financial confidence. Check out the full article for tips you can use in your 20s, 30s, 40s, 50s, 60s and beyond!

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