Understanding Wealth: A Year-Long Educational Series
Join us for the first seminar in the Understanding Wealth series — a morning conversation about protecting your legacy.
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
Thursday, December 12, 2025 | 8:00 AM
Green Wealth Management Office
701 Lake St. E, Suite 200, Wayzata, MN
Planning for the future can feel complex, but understanding the basics helps. Join Sean Wenham of Green Wealth Management and Katlyn Korsakov of Fredrikson & Byron PA, for an educational overview of trust and estate planning.
They will outline general concepts related to organizing and transferring assets to help attendees begin informed discussions about their long-term intentions.
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.
December 12, 2025 | Trust & Estate Planning
June 19, 2026 — Business Exit / Succession / Transition Planning
January 16, 2026 | Retirement Planning
July 17, 2026 — People’s Choice Topic
February 13, 2026 | Alternative Investments
Private Equity, Private Debt/Credit, Private Real Estate, Hedge Funds
August 14, 2026 — Education Funding
March 13, 2026 — Real Estate and 1031 Exchanges
September 18, 2026 — Philanthropy
April 17, 2026 — Tax Optimization
October 16, 2026 — Topic To Be Announced
May 15, 2026 — Trust & Estate Planning
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.