This Month's Topic: Women + Wealth: Transform Your Money Story
Guest Speaker: Winnie Sun - the Wealth Whisperer
Winnie Sun | Managing Director + Founding Partner of Sun Group Wealth Partners
Winnie Sun is a wealth manager, a speaker,
a passionate education advocate,
and a regular contributor to FORBES.
She's savvy, she's generous and she has
something to say about TRUE WEALTH.
So buckle up... we're going there.
This month, we're taking about "TRUE WEALTH"
and what that really means.
We're talking "women and worth", six and seven figures,
creating vs. striving, allowing vs chasing and
how to make money, truly doing what you love.
We're taking a deep dive into the money conversation
and there is no question off limits.
As a wealth manager, Winnie specializes in working with clients
who really understand that 'true wealth' is not just about getting it,
it's also about being smart and intuitive with it when you have it.
Her clients span from entertainment (movies + television),
tech (you name them, she probably knows them),
successful business owners, senior executives
and established families throughout the West Coast
and let me tell you, they don't call her the 'Wealth Whisperer' for nothing.
As if that's enough, Winne is also a wife and a mother of three young amazing boys.
BIG Applause for Winnie -- xo
With more than 16 years of experience, Winnie continues to be a force.
Here are just a few of the things she'd done....
- Featured as a “top advisor” speaker at national industry events
- Regularly appears on CNBC’s Closing Bell +
Fox Business News as a market commentator
- A regular contributor to Forbes.
- Hosts 'Renegade Millionaire' on TuneIn Radio
- Hosts Renegade Mom on MomTV
- ppears on CBS as a finance expert (because she IS!)
Winne has also been quoted countless times, a few of whom are below...
- The Wall Street Journal
- The New York Times
- Yahoo! Finance
- AOL Finance
- HuffPost LIVE
- theStreet TV
- USA Today
- TheStreet Show
- Rep Magazine
- OnWallstreet Magazine
- Financial Planning Magazine
- FA Magazine
- AdvisorOne Magazine
- Orange County Business Journal
- Orange County Register
- OC Metro
- OC Family
- and many others.
If you're serious about transforming your money story and you're ready
to get honest about way you view 'true wealth',
then join us for TRUTH is the New Black.
Winnie is BRILLIANT! Enough said.
We hope to see you!
TEAM SMT + Team TRUTH xo
ABOUT Truth is the New Black
TRUTH is a conversational + fireside style interview,
curated and hosted by Shawn Marie Turi.
She has honest + captivating conversations with savvy, creative,
innovative entrepreneurs, fearless artists, brilliant trailblazers,
and benevolent rule breakers. As a creative + strategic business development consultant, she's a champion for entrepreneurs and women,
she believes deeply that 'Business IS Personal' and she holds the space
for others to be empowered by that exact idea.
In a beautiful "SALES FREE" space, you get to be part of
genuine and inspiring conversation that
goes deep, get's real and get's to the TRUTH of it all.
The evening wraps with open 'all access' Q&A,
where there's no questions off limits. Yeah.
We go there and we can't wait to see you!