Forethought Planning

Whether you are a professional caregiver, family member, or friend, "The Caregiver's Journey" is designed to provide a space for sharing experiences, asking questions, gaining valuable insights, and connecting with others who understand the challenges and joys of caregiving. Ask a friend or family member to join you for the evening and we look forward to welcoming you. Link to register: http://events.r20.constantcontact.com/register/event?oeidk=a07ejwllwjf865a3dda&llr=8lzkreabb

During our September Wealth Circle: The Caregiver's Journey, I'll share some of my personal experiences as a caregiver and it seems fitting our feature non-profit this month be the ALZ Association . The road we traveled with my Dad and Alzheimer's for the last 8.5 years has been anything but straight. I continue to hope that sharing my story and answering questions will serve as a resource for others in a caregiving role. Bring a loved one or a friend and join us on September 21st to get your questions answered. Register Here: http://events.r20.constantcontact.com/register/event?oeidk=a07ejwllwjf865a3dda&llr=8lzkreabb

What does it mean to be a caregiver? What information is helpful to know? Whether you are an active caregiver or wondering what to consider for family, friends, or loved ones, we've created this event for you.
Caregiving is a selfless act of love and dedication, and this event aims to honor, support, and provide information for the incredible individuals who undertake this noble journey. Whether you are a professional caregiver, family member, or friend, "The Caregiver's Journey" is designed to provide a space for sharing experiences, asking questions, gaining valuable insights, and connecting with others who understand the challenges and joys of caregiving. Bring a friend or family member, and please join us on Thursday, September 21st, for this vital conversation. Link to register: http://events.constantcontact.com/register/event?llr=8lzkreabb&oeidk=a07ejwllwjf865a3dda

Forethought Planning | Financial Planning, Investments & Wealth Management Empowering your wealth transformation through customized wealth management, financial planning, and sustainable investing.

This week we're introducing you to the fantastic panelists joining us on August 24th, 5:30 p.m. @ ModernWell for our Wealth Circle: Real Estate Investing. Meet Fola Badewa, Mortgage Lender at Guaranteed Rate Affinity. She's consistently sharing helpful information on her page, and we can't wait to have her share some with you on August 24th, 5:30 p.m. Bring a friend, bring your questions, and join us for an evening of learning and connecting. Register below:
http://events.constantcontact.com/register/event?llr=8lzkreabb&oeidk=a07ejvlxarpbc6b062f

This month we are proud to support the Center For Economic Inclusion as the nation’s first Black-woman founded and led organization dedicated exclusively to strengthening public-and private-sector civic infrastructures and disrupting systems and influencing market forces. They will receive a portion of this month's Wealth Circle proceeds!
The month's Wealth Circle is all about Real Estate Investing. Whether you are new to the topic or a seasoned investor, this event is for you. Join us with a friend. Register here: http://events.constantcontact.com/register/event?llr=8lzkreabb&oeidk=a07ejvlxarpbc6b062f

Embrace the opportunity by viewing the upfront cost of real estate as a stepping stone toward your financial goals. Is real estate investing right for you? Join us for our next Wealth Circle: Real Estate Investing on August 24th @ 5:30 p.m. at ModernWell to get your questions answered and learn more. http://events.constantcontact.com/register/event?llr=8lzkreabb&oeidk=a07ejvlxarpbc6b062f

We have a panel of experts ready to answer all of your questions. Grab a friend and join us on August 24th!
http://events.constantcontact.com/register/event?llr=8lzkreabb&oeidk=a07ejvlxarpbc6b062f

Wealth Circle is back from summer break! Join us as we delve into the world of real estate investment and explore the possibilities 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. Tag a friend you'd love to attend with and register today!

A career in the financial industry was one I never thought would happen. My parents were artists and creatives; building wealth wasn't a topic that was prioritized or even talked about. We simply did what we could to get by each month. Gratefully, the values my parents prioritized meant we lived in the city's heart, and I attended schools where I wasn't in the majority as a white girl. What I lacked in financial security growing up, I more than made up for in experiences that have undoubtedly shaped who I am today and the path my career has taken over the course of 20 years.

When I started college, however, I was shocked at how white my campus was -- and admittedly, by the end of my college career, fell into complacency and comfort in ways I hadn't previously experienced. While my relationships outside of school were full of color & diversity, my education & early career was filled with a lot of the same, which in the financial industry, a lot of the same meant a lot of white men. As a woman, I knew I stood out, so I worked extra hard in my roles and never said no to any opportunity presented to me. It wasn't until I was sitting in a boardroom, as the only woman in a room full of white faces, where the topic of talent acquisition & development came up that I realized I had the ability to impact change. I was beyond frustrated when a senior leader said he 'just can't seem to find any diverse talent' because I knew it wasn't a priority; complacency drove so many behaviors and decisions in the corporate world, I realized. Going back to my childhood and the values my parents instilled in me, something clicked that day, and I knew I couldn't sit back and say nothing. From that moment forward, I was committed to stirring up the predominately white status quo in the financial industry & cultivating conversations that prioritized diversity & inclusion.

As a white woman, I have benefited from affirmative action. It's a fact that doesn't also take away my qualifications for the opportunities I've had. I'd be remiss not to acknowledge that it's also helped open doors to those very experiences that have shaped my career, knowing that white women tend to be the first 'diverse' recruit in male-dominated industries. I'm certainly grateful -- and, as a white woman, I know & believe we can do more.

It's time to take more action, risks, advocate, speak up & help open the doors for other hard-working, qualified humans who may not look like us. Disrupt the status quo. Don't take no for an answer. Diversity isn't just a trending topic of conversation. I could tell you that it's the right thing to do from a human perspective -- and it is. And I'm going to add: it's good for your business, your profits, your growth -- & ultimately, your wealth. We all benefit when we're surrounded by, learning from & supporting people & voices that don't look or sound like our own. The choice is ours: do we want to be a barrier -- or be a champion?

It's only 1 week away! Join me Forum. Membership is not required. I love this community of FIERCE female business owners. Come check out the fireside chats with leaders like myself on various topics!
Register here: https://www.thebwc.org/

Are you a powerhouse at work, managing million-dollar budgets with precision yet struggling to find the same level of control and organization with your personal finances? You're not alone. The demands of work and life can leave little time and resources for managing your cash flow effectively. Rest assured, we're here to help. Our tailored financial management solutions are designed specifically for you. We'll provide the tools, guidance, and support you need to bring order to your personal finances, so you can achieve the financial success you deserve. It's time to take charge and reclaim control over your cash flow. Let us be your trusted partner on this empowering journey.
Register for a complimentary wealth assessment today. https://forethoughtplanning.com/schedule-a-free-wealth-assessment/

Fellow business owners, do you have questions? The Business Women's Circle (BWC) has answers. Join Shannon at the BWC Annual Forum to connect with her and other Topic Experts on July 17, 2023.
Register here: https://www.thebwc.org/

Learn more about which companies support pride 365 with the Human Rights Campaign. As the national benchmarking tool measuring policies, practices and benefits pertinent to le***an, gay, bisexual, transgender and q***r (LGBTQ+) employees. The Human Rights Campaign Foundation’s Corporate Equality Index is a primary driving force for LGBTQ+ workplace inclusion.
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Your relationship with money begins with your beliefs and behaviors which drive your financial decisions. Our approach to financial planning begins there. Together we lay a strong foundation and build a roadmap to where you are going – where you are now and how you can get there.

https://forethoughtplanning.com/schedule-a-free-wealth-assessment/

Meet Brenna Galvin, another spectacular panelist joining us later this month for April’s Wealth Circle session on Life, Caregiving and Death Planning.

We are so grateful to have Brenna with us to share her insights as an experienced attorney and death doula. Together, we'll be answering critical questions about planning for life’s complex moments.

This month’s event is on Thursday, April 27th from 5:30-8:30p.m. at ModernWell in Minneapolis. It’s not too late to register! Join us and emerge feeling more confident and empowered about your wealth: http://events.r20.constantcontact.com/register/event...

And swipe to learn more about Brenna!

What kind of legacy will you leave behind?

For many people, it can feel uncomfortable or premature to think about estate planning, for yourself or your loved ones. It is never too soon to have these conversations and begin establishing your legacy. In fact, the most loving thing you can do for those around you is to have a plan early, and adjust it as needed along the way.

As you reflect on the state of your own legacy, consider taking action by establishing each of these key pieces:
⁃ Health Care Directive
⁃ Power of Attorney
⁃ Will
⁃ Trust

In this month’s Forethought Planning blog, I am discussing all things life, caregiving and death planning. Later this month, on Thursday, April 27th, at ModernWell we’re hosting our Wealth Circle event on this very topic. We’ll have a panel of professionals equipped to help answer your complex questions about life insurance, long term care, and estate planning. We will also guide you through a time of self reflection.

To read more of this Forethought Planning blog, visit: https://forethoughtplanning.com/thriveblog/legacy-well-executed-plan-vs-a-plan-with-holes/

To join us for our upcoming Wealth Circle event, register today: http://events.r20.constantcontact.com/register/event?oeidk=a07ejorklc68296c3dd&llr=8lzkreabb

Legacy: Well executed plan vs. a plan with holes - Forethought Planning The unexpected is what can cause your financial plan to upend in ways you never imagined, at least without proactive planning. Nine times out of ten, new clients who sit down with our team have not completed their estate plans, do not have adequate insurance coverage, or have planned against…

Meet Melissa Markfort, one of the three spectacular panelists joining us later this month for April’s Wealth Circle session on Life, Caregiving and Death Planning!

We are so grateful to have Melissa with us to share her insights and help answer critical questions about planning for life’s complex moments.

This month’s event is on Thursday, April 27th from 5:30-8:30p.m. at ModernWell in Minneapolis. It’s not too late to register! Join us and emerge feeling more confident and empowered about your wealth: http://events.r20.constantcontact.com/register/event?oeidk=a07ejorklc68296c3dd&llr=8lzkreabb

And click to learn more about Melissa!

REGISTER TODAY for our upcoming Wealth Circle event: Life, Caregiving, and Death Planning on Thursday, April 27th! We'll be hosted at ModernWell in Minneapolis, MN and the night will kick off at 5:30pm.

We’ll be joined by a fantastic panel of industry professionals to guide an insightful conversation about properly planning for the complexities of life. Our panel of professionals includes: Brenna Galvin, Melissa Markfort, and Tope Daniel! At this event you'll have the opportunity to grow in knowledge and connect with countless other amazing women, all gathered to build strong financial foundations and an empowered wealth mindset.

Also, a portion of proceeds from this month’s event will be donated directly to Jeremiah Program to support all of the meaningful work they do in our community!

Register today and emerge feeling more knowledgeable, equipped, and empowered about your wealth: https://lnkd.in/gRCPTB3P

Tag a friend you’d love to attend Wealth Circle with!

JOIN US! This month on Thursday, April 27th for our next Wealth Circle event: Life, Caregiving, and Death Planning. We’ll be joined by a fantastic panel of industry professionals to guide an insightful conversation about properly planning for the complexities of life.

Our panel of professionals includes: Brenna Galvin, Melissa Markfort, and Tope Daniel! At this event you'll have the opportunity to grow in knowledge and connect with countless other amazing women, all gathered to build strong financial foundations and an empowered wealth mindset.

Also, a portion of proceeds from this month’s event will be donated directly to Jeremiah Program to support all of the meaningful work they do in our community!

Register today and emerge feeling more knowledgeable, equipped, and empowered about your wealth: http://events.r20.constantcontact.com/register/event?oeidk=a07ejorklc68296c3dd&llr=8lzkreabb

Tag a friend you’d love to attend Wealth Circle with!

April Wealth Circle 2023: Let's talk about life, caregiving, and death You are WORTHY of wealthy and deserve to step into this worth surrounded by other fierce women. Step away from our time together feeling educated on the pieces that make a solid foundation for your financial future. Plus, what you need to be financially aware of in order to take the action in your l...

Team Women MN is an incredible organization that both connects and empowers women all across the Twin Cities and beyond. This month we’re proud to support TeamWomen by donating a portion of this month’s Wealth Circle proceeds!

This month’s Wealth Circle event is all about Wealth Planning for Life’s Transitions. It takes place tomorrow, March 30th at 5:30pm. All are welcome and there’s still room, so JOIN US!

We’d love to have you. You can register today and emerge feeling more knowledgeable, equipped, and empowered about your wealth: ​​https://lnkd.in/gC4JgX5B

JOIN US! One week from today on Thursday, March 30th we’re hosting our monthly Wealth Circle event. This month is Wealth Planning for Life’s Transitions!

Change is constant, and can often feel overwhelming. We want to help you feel prepared even throughout periods of immense change. At this event you'll have the opportunity to grow in knowledge and connect with countless other amazing women, all gathered to build strong financial foundations that make navigating important transitions a bit clearer.

Also, a portion of proceeds from this month’s event will be donated directly to Team Women to support all of the meaningful work they do in our community!

Register today and emerge feeling more knowledgeable, equipped, and empowered about your wealth: ​​https://lnkd.in/gC4JgX5B

Tag a friend you want to attend Wealth Circle with!

Join us on Thursday, March 30th at ModernWell for our next Wealth Circle event: Wealth Planning for Life’s Transitions!

Change is the one constant in our lives, which is why it’s important to prepare yourself from a financial standpoint as you experience major transitions. At this Wealth Circle event you'll have the opportunity to grow in knowledge and connect with countless other amazing women, all gathered to build strong financial foundations that make navigating important transitions a bit clearer.

Register today and emerge feeling more knowledgeable, equipped, and empowered about your wealth: ​​http://events.r20.constantcontact.com/register/event...