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Date:
April 28
Time:
12:00 pm - 1:00 pm CDT
Cost:
$20 – $30
Event Categories:
,

Venue

Virtual
MN

Talk Money: “Own Your Worth” Series, Part One | Presented by UBS

April 28 @ 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.

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. Our 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:

    • Leaving the workforce due to COVID-19 to care for your children
    • Being laid off due to COVID-19 — how do I save money during my transition?
    • I’m ready to start a new chapter — how much money will I need?
    • 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 the first things I should do to ensure I stay financially fit?

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

    • Know Your Enough | June 23, 2021
    • 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 Olivia at olivia@teamwomenmn.org for more information.