Understanding Wealth: A Year-Long Educational Series
Join us for another seminar in our Understanding Wealth series – Trust & Estate Planning
At Green Wealth Management, we believe financial confidence grows through clarity, education, and trusted guidance. Throughout the year, we invite you to join us for Understanding Wealth — a monthly educational series hosted by Sean Wenham, Wealth Advisor at Green Wealth Management.
Each session focuses on a meaningful area of financial planning. Whether you’re planning for retirement, considering business transitions, or simply hoping to learn more about your options, these sessions are designed to help you make thoughtful decisions with greater confidence.
Upcoming Seminar: Trust & Estate Planning
Friday May 15, 2026 | 8:00 AM
Green Wealth Management Office
701 Lake St. E, Suite 200, Wayzata, MN
Trust & Estate Planning
PRESERVE FAMILY WEALTH ACROSS GENERATIONS BY ALIGNING FAMILY VALUES
AND ADVANCED ASSET-MANAGEMENT STRATEGIES.
LET’S BUILD YOUR PLAN TOGETHER.
Come share your generational wealth goals with me and my team of experienced wealth professionals at our April 17, 8-9AM Understanding Wealth seminar.
Continuing the Conversation: Upcoming Topics
Upcoming Seminar:
Trust & Estate Planning
All sessions begin at 8:00 AM and are hosted at Green Wealth Management’s Wayzata office.
May 15, 2026 — Trust & Estate Planning
September 18, 2026 — Philanthropy
June 19, 2026 — Business Exit / Succession / Transition Planning
October 16, 2026 — Topic To Be Announced
July 17, 2026 — People’s Choice Topic
November 13, 2026 — Trust & Estate Planning
August 14, 2026 — Education Funding
Connect with Sean
If you’d like to talk through your financial goals, explore planning strategies, or schedule a conversation separate from the educational series, Sean is here to help.
Begin the Discussion with Sean
We're here for you.
Take the next step towards financial goals. Reach out today and we will start working hard for your goals.