Where
Forethought Planning HQ - Modernwell Co-Working2909 S Wayzata Blvd
Minneapolis, MN 55405
Driving Directions
March Wealth Circle 2023: Creating Financial Resilience in Transitions
Change is the one constant in our lives. I am sure you have experienced multiple life transitions at once - losing a loved one, a job promotion, divorce, children entering a new stage in life, opening a business, and so many more. You deserve to build a strong financial foundation to assist you in getting through these transitions.
- Understand the four ways your life is impacted by the life transitions you will experience
- Identify what it is to build healthy behaviors with your wealth in order to not sway when life triggers may tempt you
- Reflect on the elements you need to address for your financial plan to be strategic when you have to pivot
- Learn the seven areas of strategy you should understand for your financial plan
- Create an action plan for resilience in times of uncertainty
Ticket price: $35 per attendee
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