Smart Wealth for High-Income Earners: Strategy + Psychology

Schedule

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

UTC-06:00

Location

Coco Coworking - Northeast | Minneapolis, MN

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

Where is it happening?

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

Event Location & Nearby Stays:

Tickets

USD 21.80

Icon
Know what’s Happening Next — before everyone else does.
Whitney Emanuel with Strategic Visionaries Financial Planning

Host or Publisher Whitney Emanuel with Strategic Visionaries Financial Planning

Ask AI if this event suits you:

Discover More Events in Minneapolis

Durand Jones & The Indications
Tue, 04 Nov at 02:00 am Durand Jones & The Indications

First Avenue - Minneapolis

CALENDAR
Parking Durand Jones & The Indications
Tue, 04 Nov at 02:00 am Parking Durand Jones & The Indications

First Avenue - Minneapolis

CONTESTS TRIPS-ADVENTURES
Tue, 04 Nov at 02:00 am Parking David Byrne

Orpheum Theatre - Minneapolis

ART THEATRE
David Byrne
Tue, 04 Nov David Byrne

Orpheum Theatre - Minneapolis

ART THEATRE
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

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

Uptown Theatre Minneapolis

ART THEATRE
Startups Fund Raising Program
Sat, 19 Sep at 12:00 pm Startups Fund Raising Program

Minneapolis

BUSINESS WORKSHOPS
Young Professionals Networking Group - The Golden Grasshoppers
Wed, 29 Mar at 07:00 am Young Professionals Networking Group - The Golden Grasshoppers

FREE Bi- Weekly Young Professional Networking Meeting

BUSINESS CONFERENCES
EXIN BCS Artificial Intelligence Essentials Training in Minneapolis, MN
Wed, 25 Jun at 09:00 am EXIN BCS Artificial Intelligence Essentials Training in Minneapolis, MN

Spaces - Minneapolis - North Loop

ARTIFICIAL-INTELLIGENCE WORKSHOPS
Sister Circle Support Group
Tue, 26 Aug at 06:00 pm Sister Circle Support Group

Sabathani Community Center

NONPROFIT HEALTH-WELLNESS
Home Buying HOT Takes!
Mon, 06 Oct at 06:30 pm Home Buying HOT Takes!

Queermunity MN

Enhance Collaboration Across Teams \u2013 1 Day Workshop in Minneapolis
Wed, 15 Oct at 09:00 am Enhance Collaboration Across Teams – 1 Day Workshop in Minneapolis

Spaces - Minneapolis - North Loop

WORKSHOPS PERFORMANCES
Primary Trust
Fri, 17 Oct at 06:00 pm Primary Trust

Mcguire Proscenium Stage - Guthrie Theater

ART THEATRE
The TCBAF Community: October Forum
Tue, 21 Oct at 04:00 pm The TCBAF Community: October Forum

TractorWorks Building

BUSINESS WORKSHOPS
Obtaining Employment While Living with a Mental Illness
Wed, 22 Oct at 10:30 am Obtaining Employment While Living with a Mental Illness

Minneapolis Central Library

WORKSHOPS HEALTH-WELLNESS
AI Connect - October 2025
Wed, 22 Oct at 04:00 pm AI Connect - October 2025

Punch Bowl Social

MEETUPS ARTIFICIAL-INTELLIGENCE
MnDOT Design-Build Post Letting Panel Session
Thu, 23 Oct at 08:00 am MnDOT Design-Build Post Letting Panel Session

HNTB Corporation

BUSINESS

What's Happening Next in Minneapolis?

Discover Minneapolis Events