Living a Life of Value
Living a Life of Value Workshops
The journey of life can be beautiful and rewarding. And, certainly difficult and complicated too.
As we continue to experience the ups and downs, we may often wonder:
Am I on the right path?
How do I make the best decision regarding the next step in my career, finances, retirement and family?
Can I feel more content and less worried?
Am I living a life of value and purpose?
Join us for a one day voyage of discovery, awareness & freedom.
Discover the benefits of a values-based life
A proven process
Through hundreds of one-on-one advisory sessions, our team has simplified the complexity of life into five main value components. These meaningful values represent the facets of how we view the world and live in it.
They are: Financial Value, Intellectual Value, Relational Value, Personal Value and Spiritual Value. Our team has created a proprietary assessment and supporting tools to help you discover how these values shape your life personally, professionally and in the community.
Accompanied by engaging curriculum and group discussion, this journey of discovery is powerful.
A workshop for each life stage
L3: Live, Learn & Lead (35-55 years old)
Workshop: Sept. 28, 2023
We understand this life stage involves many transitions and responsibilities: raising children, caring for aging parents, getting married or divorced, and making career advancements or changes. The workshop provides the knowledge and tools to help you accomplish living a life of value. Discover who you are and what’s most important to you personally, professionally and financially. Gain confidence to handle life’s complexities: family development, strategic career & business planning and personal goals.
Next Chapter (55-70 years old)
Workshop: Nov. 2, 2023
Our Next Chapter workshop helps you outline a meaningful retirement plan which encompasses what is most important to you. This workshop helps you navigate this life stage with purpose and excitement. Discover how you want to spend your time in retirement, the experiences you want to have and begin preparing the legacy you want to leave.
Legacy (70+ years old)
Workshop: Nov. 30, 2023
Your life story is the greatest legacy you will leave to your family, friends and your community. There are many decisions to be made during this life stage. This workshop will help you identify how you want to live and lead in your final years, and how you wish to share your gifts and treasure.
The Faculty
-
Gary Baker
President
Undivided Wealth Management -
Susan Conrad
Chief Catalyst & Founder
Eicon Partners -
Jerry Carlson
Retired Managing Partner
KPMG -
Kim Rubenstein, CFP®
Director of Financial Planning
Undivided Wealth Management -
Dan Kraus
Chief Investment Officer
Undivided Wealth Management -
Dale Kreienkamp
CEO
Thriving Through Transitions -
Michelle Robin
Chiropractor, author, speaker
Your Wellness Connection -
John Blumberg
Founder
Return on Integrity -
Anthony Meyer
Purpose Strategist and Author
Just Motivate -
Michael Magliari
Estate Planning Attorney
What People Are Saying
“Helped in understanding who I am and celebrates me as a person.”
“A great venue to explore your goals in life. The content of the course is timeless and can be reused as one progresses through life.”
“I learned a lot about myself. What I want in life and who I want to be. Now, I have a starting point of a plan on how to get there.”
Stay updated.
Workshop registration is coming soon.
If you’d like to be notified when registration opens, please share your email.