I’ve been in ongoing “negotiations” with my 10-year-old daughter about whether she can have an Apple Watch, iPad, or iPhone. There is no quit in this child. When my wife and I say no to the watch, she pivots to the iPad. When we say no to the iPad, she asks for the phone. Around and around, we go.
Recently, after yet another Apple Watch request, I decided to have a little fun. I said, “We’re not buying you a watch, but how about some Apple stock instead?” Her reaction was about what you’d expect: arms crossed, eyes rolled. She asked, “What even is stock anyway?”
I explained that owning stock means owning a piece of the actual company. She told me that made no sense, reminded me it wouldn’t help her text her friends, and stomped off to her room.
More than 70 women gathered for our 4th Annual Women, Wealth & Wisdom luncheon at Northmoor Country Club in Highland Park in November. It was an honor to have Lisa Kueng from Invesco present ‘Your Prosperity Picture,’ an activity that she and Ellen Rogin developed based on their book, Picture Your Prosperity.
“Our goal has been to present new ideas to help you become centered and confident with the direction of your lives – financial and otherwise,” SWP Principal Ashley Bebeau, CFP®, explained. This past year, the ‘Your Prosperity Picture’ exercise allowed the attendees the opportunity to visualize the direction of their lives in a very tangible way.
The activity began with the attendees creating their vision by viewing a series of pictures and placing them on a board divided into four quadrants: more money, less money, sooner in life, and later in life. This exercise allowed the group to visualize their dreams and the direction of their personal and financial lives. With the vision defined, Kueng guided the guests through steps to help bring each picture into reality.
We are thankful to everyone who attended the event. We hope that it was an informative and insightful beginning to ‘Your Prosperity Picture.’
