Understanding Wealth: A Year-Long Educational Series
Join us for another seminar in our Understanding Wealth series – Direct Indexing
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: Direct Indexing
Friday, August 14 8-9AM
Green Wealth Management Office
701 Lake St. E, Suite 200, Wayzata, MN
Discover Strategies that can grow your wealth while cutting your tax bill.
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.
August 14, 2026 — Direct Indexing
October 16, 2026 — Topic To Be Announced
September 18, 2026 — Philanthropy
November 13, 2026 — Trust & Estate Planning
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.