Smart Wealth for High-Income Earners: Strategy + Psychology

Tue Nov 04 2025 at 08:00 am to 10:30 am UTC-06:00

Coco Coworking - Northeast | Minneapolis

Whitney Emanuel with Strategic Visionaries Financial Planning
Publisher/HostWhitney Emanuel with Strategic Visionaries Financial Planning
Smart Wealth for High-Income Earners: Strategy + Psychology
Advertisement
A unique two-part seminar designed to help high earners grow tax-efficient wealth and master the emotional side of money.
About this Event

A unique two-part seminar designed to help high earners grow tax-efficient wealth and master the emotional side of money.

Are you earning more than ever, but still unsure you’re making the smartest decisions with your money?This exclusive seminar is designed specifically for high-income professionals, business owners, and executives who want to build aligned, tax-efficient wealth—and understand the psychology driving their financial decisions.


What to Expect:

This interactive and intimate event is hosted twice per year, with a limit of 30 attendees per session to ensure meaningful conversation and personalized value.


Who Should Attend:

  • High-income earners (W-2 or business owners)
  • Professionals navigating complex financial decisions
  • Individuals ready to grow wealth and reduce stress
  • Purpose-driven leaders seeking clarity, not just performance

Spots are limited and fill quickly. This is an intentional, high-value event—please only register if you plan to attend.


Hosted by:Whitney Emanuel, CFP®Founder & CEO, Whitney Wealth GroupFinancial Advisor in Minnesota helping high-income earners retire with clarity, confidence, and tax-efficient strategies.


Agenda

🕑: 08:00 AM - 08:30 AM
Networking & Refreshments

Info: Meet other successful, purpose-driven professionals.


🕑: 08:30 AM - 09:15 AM
Session 1: Growing Tax-Efficient Wealth

Info: Learn high-impact financial strategies from Whitney Emanuel, CFP®—Founder of Whitney Wealth Group.
Topics include:
o Reducing your lifetime tax bill
o Investment strategies beyond your 401(k)
o Optimizing cash flow and retirement planning


🕑: 09:15 AM - 09:30 AM
Conversation Break & Networking
🕑: 09:30 AM - 10:15 AM
Session 2: The Emotions Behind Your Money Management

Info: Explore your money story, behaviors, and patterns. You’ll walk away with greater self-awareness and a framework to align your financial decisions with your core values.


🕑: 10:15 AM - 10:30 AM
Final Networking Opportunity
Advertisement

Event Venue & Nearby Stays

Coco Coworking - Northeast, 1400 Van Buren Street Northeast, Minneapolis, United States

Tickets

USD 21.80

Sharing is Caring:

More Events in Minneapolis

Durand Jones at First Avenue
Mon, 03 Nov at 08:00 pm Durand Jones at First Avenue

First Avenue

Maddie Zahm
Tue, 04 Nov at 01:30 am Maddie Zahm

Fine Line Music Cafe

Durand Jones & The Indications
Tue, 04 Nov Durand Jones & The Indications

First Avenue - Minneapolis

Parking Durand Jones & The Indications
Tue, 04 Nov Parking Durand Jones & The Indications

First Avenue - Minneapolis

Parking David Byrne
Tue, 04 Nov Parking David Byrne

Orpheum Theatre - Minneapolis

David Byrne
Tue, 04 Nov at 02:00 am David Byrne

Orpheum Theatre - Minneapolis

Details coming soon for this exciting live interactive event!
Tue, 04 Nov at 10:00 am Details coming soon for this exciting live interactive event!

Granada Theater

Alessia Cara
Tue, 04 Nov at 06:00 pm Alessia Cara

Uptown Theatre Minneapolis

Smallpools
Tue, 04 Nov Smallpools

Fine Line Music Cafe

Teen Mortgage
Tue, 04 Nov at 06:00 pm Teen Mortgage

Zhora Darling

Starting a Food Business 101
Tue, 04 Nov at 06:00 pm Starting a Food Business 101

Northside Economic Opportunity Network (NEON)

Saint Paul Almanac Reading Series
Tue, 04 Nov at 06:00 pm Saint Paul Almanac Reading Series

Boneshaker Books

Minneapolis is Happening!

Never miss your favorite happenings again!

Explore Minneapolis Events