March 22nd - 26th, 2023

Remove Filter
2023 Workshops & Seminars - Finance

Design Your Best Future

2:00 PM on Thu, Mar 23 in United States

Liz
Tattersall
(Biography)

Ms. Beth
McKinley
(Biography)

Together, Beth and Liz will share what blueprints have to do with communication and financial security. Discover what key steps you need to take to help ensure your financial stability. Learn how to plan for your last day and handle financial setbacks any day. No products will be sold. (Presented by Beth McKinley and Liz tattersall)

Interest Tags: Family/Friends, Finance, Legal, Relationships

From Me to We: Navigating Money in Transition

10:30 AM on Thu, Mar 23 in Governor
*This workshop qualifies for Continuing Education Credit

Ms. Beth
McKinley
(Biography)

Ms. Holly
Evans
(Biography)

Ms. Janelle
Crossley
(Biography)

Ms. Lauren
Stein
(Biography)

Join Beth McKinley (she/her) of Roots Financial Group at Thrivent, as she hosts a panel discussion with couples and individuals who have navigated the finances of transitioning. Attendees will learn how to identify values and attitudes about money, set goals- both individually and as a couple- and discover tools and tactics to help you navigate talking about money with your loved ones. No products will be sold.

IPA's and IRA's

3:30 PM on Sat, Mar 25 in Ad Lib Restaurant

Ms. Beth
McKinley
(Biography)

Financial topics seem to make the news every day. Should the headlines you see influence the decision you make regarding your financial strategy? Join us as Beth McKinley (she/her) of Roots Financial Group at Thrivent hosts an early happy hour in the hotel bar. We will discuss how to use the latest economic data to help you make informed decisions about your money. We know talking about finances can be difficult. We have found that difficult things are often easier with your friends and an IPA in hand. The first 20 guests will receive a complimentary beer on tap. No products will be sold.

Interest Tags: Experience Sharing/Discussion, Finance

Money and Mimosas

9:00 AM on Sat, Mar 25 in Metropolitan B

Ms. Beth
McKinley
(Biography)

Wake up with a mimosa and learn about SMART money habits that can help you ensure a stable financial future by aligning your money decisions with your values, discovering opportunity costs, and having a process for making wise money choices. No products will be sold.

Interest Tags: Finance, Socializing