ACCELERATE YOUR FINANCIAL WELLNESS PATH
Time to Prioritize Your Financial Well-being
This highly interactive, 1-day financial wellness virtual workshop will be a professionally broadcast event with multiple expert speakers. You will be provided new ideas, tools and technology to make the healthy financial behavior changes necessary to accelerate your path of financial well-being. This experience will benefit both you personally and the individuals and organizations you serve.
Following this presentation, participants will be able to:
- Experience the power of an Alignment Mindset of your values and your finances.
- Ditch the tired, old budget and begin the proven process of Cash Flow Mapping.
- Understand the critically important financial decisions that occur during the Financial Transitions of our careers.
- Finally, have the confidence of knowing how to Retire with Confidence.
Attendees receive a certificate of attendance; this event is not eligible for any NWI pre-approved continuing education credits.
About the Presenters
Brent Hines is the founder and Chairman of the educational non-profit, Foundation for Financial Wellness. The Foundation’s mission is to improve people’s lives by empowering them with the knowledge and the motivation to take control of their financial lives. The Foundation’s curriculum is rooted in the principles of Behavioral Finance which makes every class topic taught by the Foundation unique, innovative and extremely valuable. Brent’s vision has led to the expansion of the Foundation’s curriculum, delivery and effectiveness. Some of today’s most popular class topics are budgeting, debt elimination, insurance, investments, retirement, taxes, and life & legacy planning. Brent regularly delivers keynote addresses on behalf of The Foundation for Financial Wellness, bringing motivational presentations to corporations, workforce boards, churches, groups and associations offering real-world financial solutions to thousands of individuals and the organizations of which they are members.
Jenn Uhen loves to talk about money as the Founder/Community Organizer of The Pledgettes. The Pledgettes is on a mission to abolish the gender wealth gap by facilitating money conversations with women through expert-led events and a membership community. Everyone’s financial goals are as unique as they are. Jenn has spoken and moderated experiences at: Denver Startup Week, TEDxMILEHIGH, Freelance Business Week Denver and the International Franchising Association Conference 2019. Jenn and her husband have clear financial goals, which include a diverse portfolio of investment property, retirement accounts, and businesses. All while living a minimalist (but comfortable) lifestyle, including traveling the country in an Airstream RV.
After two decades in wealth management co-managing $1 billion for more than 300 families, Jessica Willis noticed that gen Xers and millennials have a totally different approach to personal finance. But the majority (a whopping 86 percent!) of financial advisors ignore them. They want more autonomy, more ownership. They are not going to pay someone loads of money to do something they pretty sure they can figure out on their own. But 90% of them lack a critical piece to their financial plans despite the resources available to them. Why? Jessica believes everyone should have access to a complete financial plan, not just the wealthy and finance nerds. So, she set out to change the landscape. With a team of super smart partners, they created a way to make financial planning approachable, quick, easy, and even fun. In just 10 minutes a month, you can build and keep track of your own plan. They do this with no investor-speak, monthly fees or in-person meetings. And it’s completely free!
David Swenson is the Founder and Lead Advisor of Swenson Wealth Advisors in Denver, Colorado. David started in the industry in 1992 and continues to engage with clients to construct in-depth financial plans that address critical areas of wealth management and financial wellness. David was born in Fairmont, MN and attended The University of Northwestern, St. Paul where he received degrees in Business Management and Bible. while participating on both the collegiate baseball and golf teams. He currently lives in Highlands Ranch, CO with his wife Jessica. Together they have 2 adult children who are pursuing their careers and 4 children living at home. In his spare time, David and his family enjoy traveling and the amazing outdoors. David also devotes time to coaching high school baseball for his son’s team and is actively involved in his other children’s soccer and performing arts endeavors.
Founder/Chairman, Foundation for Financial Wellness
Founder/Community Organizer, The Pledgettes
Founder/Lead Advisor, Swenson Wealth Advisors