Financial Wellness Workshop

Come for the financial empowerment, stay for mind-body integration through deep relaxation.

What’s it all about?

In this Financial Wellness Workshop, we will share knowledge that will help you identify the products and strategies that are best suited for your unique journey towards financial freedom. After, we will end the session with a sound bath and yin yoga, crafted to settle the mind and integrate what you’ve learned on a deeper level to calm your nervous system.

You will walk away knowing the various financial vehicles that serve as the building blocks within a financial portfolio. You will understand the benefits, features, and applications to know why and when to best implement a strategy. 

There is no perfect financial vehicle, it’s all about selecting what’s right for you, based on what you want to achieve. Enabling your finances to work for you in the most efficient way possible.

How long is the workshop?

2 hours

Financial Empowerment Workshop – 45 Minutes

Open Q&A Session – 15 Minutes

Yin Yoga and Sound Bath – 1 Hour

Who is this for?

This is a free event. All ages and income levels are welcome.

Information is power, and this education will super boost your financial literacy and empower you to make intentional steps in your financial journey. 

What will I learn?

You will learn what financial freedom means to you, and the how to implement the best path to achieve your goals. 

Overview of Short-Term, Mid-Term, and Long-Term Investment Vehicles
o Diving into the types of asset allocations available within each type of account

Retirement Savings:
o Qualified vs. Nonqualified Accounts
o 401(k) vs. Traditional IRA vs. Roth IRA
o Tax free vs. Tax-deferred vs. Tax advantaged accounts
o Brokerage vs. Advisory

College Savings:
o 529 vs. 529-A vs. Minor Accounts

Life Protection:
o Term vs. Perm Life Insurance vs. Annuities

Health Protection:
o Healthcare and Long-Term Care
o Short-term Disability and Long-Term Disability

Legacy Planning:
o Will vs. Trust and impact of Probate and Taxes on your estate

Questions are welcome, engagement and curiosity are encouraged. 

After the session, we will invite you to settle in for 20 minutes of Yin Yoga followed by a 30-minute Sound Bath. 

What is Yin and Sound?

Yin yoga is a slow-paced style of yoga where poses are held for longer periods, typically 3-5 minutes or more, focusing on deep stretches of the connective tissues like fascia, rather than muscle strengthening. This floor-based practice emphasizes principles of safety, relaxation, and breathing to improve flexibility, joint mobility, and to calm the nervous system.

What is a Sound Bath?

A sound bath is a meditative practice that uses sounds and vibrations from instruments like singing bowls, gongs, and chimes to promote relaxation and well-being. Participants lie down and allow the sounds to wash over them, which can help reduce stress, anxiety, and tension while encouraging a deep state of relaxation.

About the hosts:

My name is Shannon Molinari. I am a financial advisor with Northwestern Mutual, certified sound healer practitioner, outdoor enthusiast, and mom to three boys.

Phoebe Polakovic is an Associate Financial Representative with Northwestern Mutual, certified yoga instructor, cat lover, and incredible mom to three boys. 

I started my Yoga Journey 20 years ago after throwing out my back several times and walking around hunched over and stressed – a friend suggested I try the practice of Yoga. I’ve been walking upright ever since. Over the years my practice has evolved to incorporate emotional and nervous system healing with physical healing. My experience with trauma has come in many forms, and financial trauma is an area that has brought me continued stress and anxiety throughout the years. I became a financial advisor to help myself break free from that trauma and help others to realize that freedom. 

Now, with the help of my partner, we are bringing together financial education and restorative sound healing for a financial wellness workshop that I hope you won’t soon forget.

May it resonate today and continue to resonate with you as you continue to evolve and grow in your journey. 

I am looking forward to this session, and I hope you are too! 

What do I bring for Yin and Sound?

Ear Plugs are offered. We invite you to be comfortable andrecommend bringing a mat, and any props (Blankets, etc…)

After the session, you are welcome to stay for tea/coffee to socialize and reawaken before driving.