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Date:
March 2
Time:
12:00 pm - 1:00 pm CST
Cost:
Free
Event Categories:
,

Venue

Virtual
MN
  • This event has passed.

Creating Financial Freedom: “Own Your Worth” Series, Part One | Presented by UBS

March 2 @ 12:00 pm - 1:00 pm CST - Free

Bring those questions that might be keeping you up at night and join us for our virtual open, honest conversations about money while enjoying lunch from Crisp & Green!  During this four part series, a variety of UBS financial experts will guide us on conversations covering  four unique topics for women that you’ve requested! Join us for one session or all four – all free to attend.

What’s your money language? All too often we avoid money talks, but starting conversations are powerful money moves that can lead to other exciting moves. Sometimes we just need a little help getting started. The “Own Your Worth” fill-in-the-blank money talk guides are the perfect way to organize your thoughts and break the ice when it comes to commonly avoided conversations.

The main portion of each session will be to establish an open dialogue about money in a comfortable setting and receive input on difficult decisions you are facing.

Key objectives and takeaways include, but are not limited too these topics:

    • I’m ready to start a new chapter — how much money will I need?
    • I’m leaving the workforce either due to COVID-19, to care for my children or to pursue a more meaningful career – how do I save money during my transition?
    • My savings have been wiped out and now I’m nearing retirement. What can I do if I only have 10 more years to work?
    • I’m single and just starting my career — what are some of the first things I should do to ensure I stay financially fit?
    • What are the systems I should have in place to ensure I meet my financial goals?

Don’t miss our other upcoming sessions in this four-part series:

    • Jun 23, 2022  Understanding Money
    • Sep 21, 2022  Talking To Your Kids About Money
    • Nov 17, 2022 Financial Planning for the New Year (And the Systems to Make Your Plan Stick!)

Kelli Puhl, CFP®

Kelli Puhl is a Senior Vice President — Wealth Management and a Portfolio Manager. Kelli is a founding partner of Align Wealth Partners. She takes pride in developing wealth strategies that her clients find valuable as they navigate life’s financial decisions. Kelli has been the recipient of numerous awards and acknowledgments throughout her career including Forbes’ America’s Top Women Wealth Advisors, America’s Top Next-Generation Wealth Advisors, Best-in-State Wealth Advisors, and Working Mother magazine’s Top Wealth Advisors.

Kelli earned the advanced designation of CERTIFIED FINANCIAL PLANNER™ by meeting rigorous experience and ethical requirements of the CFP Board, as well as passing the CFP® certification exam.

Kelli received a B.S. in Business from the Carlson School of Management at the University of Minnesota. She was a dedicated member of the University’s Golf Team and still enjoys the game. Kelli lives in Minnetonka, Minnesota with her husband, Ben, and two daughters.

Elizabeth “EB” Engelmann, CRPC®, CRPS®

Elizabeth Engelmann is a Senior Vice President — Wealth Management and a Senior Portfolio Manager. Elizabeth is a founding partner of Align Wealth Partners. Her experience and knowledge enable her to offer customized wealth management advice, financial planning, insurance reviews, and efficient wealth transfer strategies.

Elizabeth has been the recipient of numerous awards and acknowledgments throughout her career including Forbes’ America’s Top Women Wealth Advisors, America’s Top Next-Generation Wealth Advisors, Best-in-State Wealth Advisors, and Working Mother magazine’s Top Wealth Advisors.

Elizabeth is committed to furthering her financial education as evidenced by her advanced designations that include earning the Certified Retirement Planning Specialist (CRPS®) and Chartered Retirement Planning Counselor (CRPC®) designations.

She received a B.S. in Business from the Leeds School of Business at the University of Colorado in Boulder. Elizabeth supports the community through her involvement as an active member of the Junior League of Minneapolis. She enjoys cooking, skiing, skating, and spending time with her husband, John, and their two children. She and her family live in Eden Prairie, Minnesota.

 

You can visit Kelli and Elizabeth’s team page to learn more information.

 

Refund Policy: Attendees can receive refunds up to 7 days before the event start date. Please contact Helen at info@teamwomenmn.org for more information.