Smart Wealth for High-Income Earners: Strategy + Psychology

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.

Info: Meet other successful, purpose-driven professionals.

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

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.

Host or Publisher Whitney Emanuel with Strategic Visionaries Financial Planning