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
Wednesday, 15 August 2018
Michele Lenz joined the team at Flourish Wealth Management in late 2017 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. Michele 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 Michele’s journey.
When approaching retirement, getting your finances organized is one of the first steps you should take.
By Kathy Longo, CFP®, CAP®, CDFA
Thursday, 28 June 2018
Getting a clear financial picture can help ease the transition into retirement because, at the very least, you’ll know what accounts you will be drawing from, where they are being managed, how your investments can continue to generate income for you, and what tax liabilities they may impose. It requires discipline and clarity to keep your finances organized before and during retirement.
Wednesday, 30 May 2018
Kathy Longo has been asked to speak at the Partners in Equity Series presented by The Women's Foundation of Minnesota.
On August 21st, at the Multigenerational Giving and Donor Advised Funds event, Kathy will present and share insights and themes from her new book: Flourish Financially: Values, Transitions, and Big Conversations.
Tuesday, 10 April 2018
For the second 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.
