Understanding Wealth: A Year-Long Educational Series
Join us for another seminar in our Understanding Wealth series – Tax Advantage Investing
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: Tax Advantage Investing
Thursday, June 11 9-10am
Green Wealth Management Office
701 Lake St. E, Suite 200, Wayzata, MN
Tax Advantage Investing
Learn about newer investment strategies with dual objectives of investment performance and tax savings.
Join us for a discussion on Direct Indexing at our (rescheduled) June 11 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.
June 19, 2026 — Business Exit / Succession / Transition Planning
September 18, 2026 — Philanthropy
July 17, 2026 — People’s Choice Topic
October 16, 2026 — Topic To Be Announced
August 14, 2026 — Education Funding
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.