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.

Sign in
Sign in

Strategic Wealth Partners Hosts 4th Annual Women, Wealth & Wisdom: Your Prosperity Picture

  • January 30, 2020

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.’

Categories

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).

Financial Planning
Re-thinking Multi-Generational Wealth Management
I have many clients, both family and friends, who have entrusted me with protecting and prioritizing their family’s wealth. Truthfully, I think of all my clients as family and encourage them to think the same of me. It’s important to have that level of trust and communication to take the same care of their families as I do of my own.
Read More
Financial Planning
Enhancing Employee Retention with Nonqualified Plans
One key to business stability and growth is retaining top talent in an organization. The shock of key employees leaving can reverberate through a company impairing morale while potentially missing key profit target achievement. One way that a company can incent key members to stay for the long haul is to reward them for successful goal achievement and their dedicated service over time with a non-qualified deferred compensation plan (NQDC).
Read More