Understanding Wealth: A Year-Long Educational Series
Join us for the third seminar in the Understanding Wealth series – Real Estate and 1031 Exchanges
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: Real Estate and 1031 Exchanges
Friday March 13, 2026 | 8:00 AM
Green Wealth Management Office
701 Lake St. E, Suite 200, Wayzata, MN
Downsize? Upsize? Rightsize? Lakeside?
INVESTING IN REAL ESTATE CALLS FOR CAREFUL CONSIDERATION
AND RELIABLE PROFESSIONAL GUIDANCE.
Whether you’re seeking a new home, a second home, a dream home, an investment property or helping your children, understanding the market and having a plan are important.
Join Erin Cook of Compass, and me, Sean Wenham, to discuss the journey for making a thoughtful investment in real estate at our monthly Friday morning Understanding Wealth education series gathering.
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.
March 13, 2026 — Real Estate and 1031 Exchanges
August 14, 2026 — Education Funding
April 17, 2026 — Tax Optimization
September 18, 2026 — Philanthropy
May 15, 2026 — Trust & Estate Planning
October 16, 2026 — Topic To Be Announced
June 19, 2026 — Business Exit / Succession / Transition Planning
November 13, 2026 — Trust & Estate Planning
July 17, 2026 — People’s Choice Topic
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.