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Date:
June 23
Time:
12:00 pm - 1:00 pm CDT
Cost:
$20 – $30
Event Categories:
,

Venue

Virtual
MN

Know Your “Enough”: Own Your Worth Series, Part Two

June 23 @ 12:00 pm - 1:00 pm CDT - $20 – $30

 

Join us for a virtual lunch series consisting of four unique topics for women throughout 2021. Presented by UBS, each session will center on UBS’ “Own Your Worth” platform.

Many of us feel like we’re on a treadmill. In fact, 52% feel the pressure to keep working, keep earning, and keep up a lifestyle we’ve gotten used to.

Wouldn’t it be nice to know when you can get off the treadmill? How much money is enough to follow your passions, achieve your goals, and live your dreams? It’s different for all of us.

Join us for a facilitated, open conversation about money in a comfortable setting, while sharing ideas and hearing from others on how to set financial goals and timelines.

Here are some questions you might consider as you assess your financial goals:

    • Do I have enough to sustain my lifestyle?
    • What is my updated net worth and asset allocation?
    • Does my current budget align with my goals?
    • Are my values reflected in my individual financial plan?
    • Am I saving enough and in the right places?

Whether you want to stay on the treadmill or get off, find out how much is enough for you.

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

    • How to Talk to Your Kids About Money | September 22, 2021
    • Budgets for Potential, Not Scarcity | November 16, 2021

 

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.

 

Learn more about UBS’ work on their website.

 

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