Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.

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Money Smart Week®

  • May 07, 2018

In honor of financial literacy month, Marcie Nach, CFP® volunteered her time educating individuals how to plan and manage their finances wisely.

Marcie participated in discussions about cash flow, saving for retirement, and Social Security at the Harold Washington Library in Chicago. “I was able to highlight key issues that people should consider as they make important financial decisions,” Nach reported. “It felt really meaningful.”

Money Smart Week is a coordinated effort among a diverse group of 40+ Chicago-area organizations working together to promote personal financial literacy. Free events and presentations take place over a six-day period in April to help consumers learn to better manage their personal finances.

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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).

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