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Values. Strengths. Internal Barriers. Financial Growth.
On-Demand Webinar with Katherine M. Dean, CFP® & Karen Colligan, Founder of People Think
Access this complimentary on-demand webinar to explore how the same forces that shape your leadership and business decisions can also influence your financial life.
Katherine and Karen bring together financial planning and leadership development to examine your personal “Energy Equation,” including the values that guide you, the strengths that energize you, and the internal barriers that may be quietly holding you back.
What You’ll Learn
Discover Your Core Values
Explore how the values that matter most to you influence the way you lead, make decisions, and plan for the future.
Leverage Your Natural Strengths
Identify the talents that energize you and learn how leaning into your strengths can help you create greater impact.
Recognize Internal Barriers
Understand how fears, limiting beliefs, and internal stories can quietly influence your decisions and stand in the way of growth.
Understand the Psychology Behind Financial Decisions
Learn how your experiences, beliefs, and personal “financial thermostat” can influence the way you earn, save, spend, invest, and build wealth.
Build Your Personal Energy Equation
See how your values, strengths, and internal barriers work together and gain a framework for making more intentional personal, professional, and financial decisions.
Meet the Speakers
Katherine M. Dean, CFP®
As a CERTIFIED FINANCIAL PLANNER®, Katherine knows the pressure of being the primary breadwinner and decision-maker. At Opal Wealth Advisors, she focuses on taking the financial mental load off the plates of busy women.
By specializing in advanced strategies like tax-efficient wealth transfers and goals-driven planning, Katherine provides the systems that allow high-achieving women to stop reacting to their finances and start leading their future.
Karen Colligan
Founder, People Think
Karen Colligan is the founder of People Think, a leadership development and executive coaching firm dedicated to helping individuals and organizations grow through greater self-awareness, authentic leadership, and strengths-based development.
For more than two decades, Karen has helped business owners, executives, and teams identify the values that drive them, leverage their natural strengths, overcome internal barriers, and lead with greater confidence, purpose, and authenticity.
This presentation by Opal Wealth Advisors, LLC (“OWA) is intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from OWA or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. OWA is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if OWA is engaged, or continues to be engaged, to provide investment advisory services. A copy of OWA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.opalwealthadvisors.com.