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Couture for a Cure

  • December 05, 2018

Strategic Wealth Partners, Kathy Klein, CFP®, Wealth Advisor, and Jill Kaz, CFP®, Financial Planner, supported the mission of Women for MACC by sponsoring the 36th Annual Couture for a Cure. Klein has supported this charitable event for over a decade. Couture for a Cure is a premier fashion show that raises money for life-changing childhood cancer and related blood disorder research.

Women for MACC is a non-profit, charitable organization made up of the mothers, siblings, relatives, and concerned individuals who are fighting to eliminate pediatric cancer and blood disorders. Learn more about how you can make a difference in the life of a child with cancer.

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Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. For additional information about SWP, including fees and services, send for our disclosure brochure as set forth on Form ADV from SWP using the contact information herein. Please read the disclosure brochure carefully before you invest or send money (http://www.stratwealth.com/legal).

Investments
Building With Alternatives CAIS Webinar Featuring David Copeland
SWP Principal and Co-Founder David Copeland was a guest on the CAIS hosted webinar Building with Alternatives. CAIS is a financial technology company that provides access, education, and operational efficiency to independent wealth advisors who utilize alternative investments in client portfolios. Throughout the webinar, David shared his views on how SWP builds client portfolios with alternative strategies.  Specifically, David provides insights on alternative asset classes and investment strategies that SWP uses to meet client objectives. Additionally, he discusses the opportunities in alternatives that he is most excited about today, how to build towards a target allocation, practice management with alternatives, and common pushback from clients.
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