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.”

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