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WEALTH CIRCLES

Feel empowered with your wealth

Connect with a group of like-minded individuals who are growing in knowledge and confidence around wealth and money. Every month we discuss a different topic that empowers you with your wealth.  

Wealth Circle events will resume in 2024

Surround yourself with humans who are leveling up their wealth journey

Connect with other individuals who are taking charge of their financial future, and are committed to creating an invested community.

Are you prepared for a financial windfall?

Learn wealth options for receiving an inheritance, lump-sum pension payout, insurance settlement, or the sale of a family home. 

Rising or seasoned star in your career?

Gain knowledge in how to manage additional income so you can maintain wealth into your future.  

Wearing multi hats as a caregiver and career professional?

Learn the specifics that you should have financially, practically, emotionally, and relationally in order to integrate your roles.

Schedule for our future Wealth Circles:

AUGUST 2023

TOPIC: REAL ESTATE INVESTING

What could change for you if you were generating passive income now or in the future? What information would you need to know, and who would you need on your team to help you make an informed decision?

Join us as we delve into the world of real estate investment and explore the possibiliites of generating passive income. Whether you have prior experience or are entirely new to real estate, this event is designed to provide valuable insights and guidance. 

 

Cost for event: $35 per person

Thursday, August 24, 2023 from 5:30 PM to 8:30 PM CDT

Where: Forethought Planning HQ – Modernwell Co-Working 
2909 S Wayzata Blvd
Minneapolis, MN 55405

REGISTRATION IS REQUIRED 

Register today

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What do we talk about?

Our commitment is to bring you education around the topics of wealth that are important in building a solid foundation. Our topics change every month but are inspired by you. 

 

  • Create your wealth vision & mission statements
  • Stepping into your worth – addressing the pay gap & negotiating 
  • Creating your Personal Board of Directors 
  • Financial planning and the right questions to ask 
  • Setting goals and allowing for flexibility
  • Life Transitions and how to plan for them 
  • Breaking down the complexities of tax planning
  • Estate planning and why you should care about legal documents
  • Cashflow – the key to planning no matter where you are in your wealth journey
  • Executive compensation plans and what you need to know 
  • Investing with purpose; how to consider risk vs. reward
  • Strategic charitable giving
  • Planning for when you can no longer manage your finances 
  • Real estate or angel investing and when its a good alternative to your portfolio 
  • Insurance planning 

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Featured 2022 Nonprofit Recipients

WE INVITE YOU TO SUPPORT THE FOLLOWING ORGANIZATIONS. CLICK THEIR LOGO TO BE DIRECTED TO THEIR WEBSITE WHERE YOU CAN GET INVOLVED AND MAKE FINANCIAL DONATIONS TO SUPPORT THEIR MISSION.

*Forethought Planning and LPL Financial are not affiliated with any of the above-named charities.

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The material on this website was created for educational and informational purposes only and is not intended as tax, legal or investment advice. Please consult with your attorney, tax, or financial professional for guidance on your specific situation. LPL Financial does not provide tax or legal advice.

Securities and Investment Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Financial planning is offered through Forethought Planning, a Registered Investment Advisor. Forethought Planning and LPL Financial are separate entities.

Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issues for non-financial reasons, and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.