1. Build your trusted advisor team of coaches and trainers and ask them these Top 12 Questions.

2. Develop a workout of daily exercises – prioritize daily habits to build financial health, strength, and flexibility.

3. Identify and begin to fill the Three Buckets of money you need to create diversified and balanced finances.

4. Create healthy financial confidence or resistance to economic crises and other life events

1. Create an environment conducive to communication and trust with trusted advisors as well as family members.

2. Know what to say and what not to say when trying to encourage family members to adjust their thinking – whether it’s your parents or your own children – so you can all be on the same page and plan for current or future needs.

3. Identify financial tools you can use now while they’re still available to you – so you’ll be in a better position to take care of your family’s needs.

4. Define specific areas you need to prepare for while you transition into the “Transfer Stage” of your life.

1. Create an environment conducive to communication and trust with trusted advisors as well as family members.

2. Know what to say and what not to say when trying to encourage family members to adjust their thinking – whether it’s your parents or your own children – so you can all be on the same page and plan for current or future needs.

3. Identify financial tools you can use now while they’re still available to you – so you’ll be in a better position to take care of your family’s needs.

4. Define specific areas you need to prepare for while you transition into the “Transfer Stage” of your life.

1. Create an environment conducive to communication and trust with trusted advisors as well as family members.

2. Know what to say and what not to say when trying to encourage family members to adjust their thinking – whether it’s your parents or your own children – so you can all be on the same page and plan for current or future needs.

3. Identify financial tools you can use now while they’re still available to you – so you’ll be in a better position to take care of your family’s needs.

4. Define specific areas you need to prepare for while you transition into the “Transfer Stage” of your life.

Learn:

·       What new skills do we need to be successful in this new era?

·       Are the expectations of your clients/prospect different today than before Covid?  How do we take advantage of this opportunity?

·       What are the top three financial strategies we should embrace to help us navigate in this next phase?

Now that most people are feeling relieved to be past the worst of the pandemic and its aftermath – you might be asking yourself - why do I not feel better about my financial situation?  What was your biggest takeaway during the year and what commitment did you make to yourself that you would never allow yourself to be in this position again? What knowledge and information did you gain in the last year and how do you use that to propel your business to the next level? 

Welcome to "Begin With The End In Mind," a groundbreaking event that challenges traditional notions of networking. In this session, we encourage participants to envision their desired outcomes before stepping foot into any networking environment.

By prioritizing purpose over superficial exchanges, attendees will learn the art of cultivating genuine connections that extend far beyond business transactions. Through adopting an abundance mindset, we aim to shift perspectives and foster a culture of collaboration and support.

Join us as we embark on a journey of meaningful conversations, where every interaction is an opportunity for growth and empowerment.

Empowered women, empowered world. This presentation is designed to equip you with tools to create clarity and confidence in all your business and personal decisions.  We will focus on what you need to do to let go of your current trapeze to reach the next level of success and satisfaction. 

We'll explore:

• Setting Bold Life Goals: Aiming high and reaching new heights.

• Building a Strong Financial Foundation: Laying the groundwork for a secure future.

• Conquering Fears: Overcoming obstacles and seizing opportunities.

Together, we'll harness the power of women to create a brighter future for ourselves and generations to come.  Join us for an inspiring and empowering experience that will leave you motivated to achieve your dreams.

Learn how clarity of purpose fuels both individual success and collective chapter growth—where collaboration turns ambition into lasting business momentum.

Together, we’ll dive into how defining your personal mission connects directly to your bottom line. When you know what you stand for, you attract the right clients, partnerships, and opportunities that accelerate growth.

Then we’ll shift from individual clarity to community strength—showing how collaboration inside our chapter expands your reach, sharpens your strategy, and builds a support network that keeps you accountable and inspired.

1. Defining your personal mission creates clarity and attracts the right opportunities for growth.

2. Aligning your vision with a supportive community multiplies your reach and momentum.

3. Collaboration within the chapter strengthens both your business and our collective impact.

Disruption isn’t a threat—it’s the path to growth. The world is changing fast, and success belongs to the women bold enough to adapt, innovate, and lead the way.

We’ll start with clarity—your mission, your vision, your non-negotiables. Because in times of disruption, a strong foundation is your advantage. When you own your purpose, you’re positioned to make smarter decisions, attract the right opportunities, and accelerate business growth.

Then we’ll connect the power of one to the strength of many. Our Twin Cities chapter is building a community where collaboration fuels momentum. By surrounding yourself with the right women—strategic thinkers, innovators, and trailblazers—you’re not just networking. You’re plugging into a growth engine designed to help you thrive in a shifting world.

1. Disruption rewards leaders who adapt quickly and anchor themselves with clarity of mission.

2. Purpose-driven decisions help you navigate change and accelerate business growth.

3. Building a network of innovative women transforms disruption into opportunity and momentum.