- Sep 25 2022
- 1:00 PM - 3:00 PM
Mindful Money Matters: Monthly Series, May – August
– September 25th is make-up Session 2 from June: Creative with Our Home
Registration Required | $15 per session
Unity Minneapolis continues to provide opportunities for deeper learning
about social justice, racism and global warming issues. We’re building a
great foundation to put knowledge into action. We are presenting a series
of workshops entitled Mindful Money Matters, focusing on various aspects
of socially responsible finances.
May 15th -Healthy Finances : Let’s start with the basics: a strong
healthy foundation and small things we can do on a regular basis to make
a difference. – Kyle Foster (he/him/his) Vice President, J.P. Morgan
June 26th – Rescheduled to September 25th
July 31st – Let’s Invest Confidently: Let’s take the next steps with
confidence. We have the basics down, let’s move on to the next steps in
being mindful with our money. – Kyle Foster (he/him/his) Vice President,
J.P. Morgan Private Banking
August 28th – Inspired Investing: What is more inspiring than thinking of your legacy? Your children or grandchildren’s college fund? Want to be smart about this? Want to maximize your giving potential? What about a will and planned giving?
Here are some of the areas we will cover:
How to maximize your investments; retirement plans (Roth or regular), college funds,
How to maximize your charitable contributions; using 401 distributions, stocks and bonds,
Wills v. Trusts? When are trusts helpful?
Avoiding probate, taxes, and other costs?
When is it advantageous to have a person manage an estate?
What if a beneficiary is not mature enough to manage a gift?
How can gifts be made to Unity or to other non-profits.
How can the gifts be made most advantageously?
Kyle Foster (he/him/his) Vice President, J.P. Morgan Private Banking
Ayo Idowu (he/him/his) Financial Advisor, Ameriprise Financial Services, LLC.
Jay Joyner. Attorney
than in your own home, a powerful place to live out who you are and your
values. – Jean Bain Realtor Coldwell Banker, Matt Danielson Founder of
Green Home Doctors
The intention is not to give financial advice — just education. Each
workshop is complete in its own right AND all four together will provide a
rich source of information. Join us for a fun and informative experience.