Strategic Wealth Partners (SWP) Hosts Women’s Luncheon and Collection Drive for Deployed Troops
DEERFIELD, Ill.–(BUSINESS WIRE)–More than 50 women gathered in a strong show of support for deployed
troops at the Strategic
Wealth Partners (SWP) SWP Women, Wealth & Wisdom Luncheon at
Northmoor Country Club in Highland Park.
With the holidays approaching, guests were asked to bring leftover
Halloween candy and wish list items to donate to our deployed troops
through the non-profit organization, Operation
Gratitude. Their generous donations amounted to 44 pounds of candy
and many other requested items, including dental supplies, hygiene
products, stationary, winter hats, gloves and more. The women also had
an opportunity to write personalized letters of gratitude to the troops.
In addition to a focus on troops, the luncheon featured health and
wellness speaker and “Oh Lardy” Real Food blogger Tamara
Mannelly.
“Our inspiration for this event is to help all of us continue to grow,
explore and find purpose in everything we do,” said Ashley
Bebeau, CFP®, Senior Financial Planner at SWP. “We understand you
are busy, probably taking care of people you love. We want to make sure
you are taking care of yourself as well.”
Another objective for the event was to build deeper relationships
between clients and the ten women employed by the firm.
“Our vision is to build a sustainable firm that will be here to serve
the many future generations of clients’ families,” said Moira
Fahey-Ullrich, Principal & Chief Solutions Officer of SWP.
ABOUT STRATEGIC WEALTH PARTNERS
Strategic Wealth Partners is an investment advisory and financial
planning firm providing wealth strategies and independent, objective
advice to high net worth individuals and institutions. Founded in 2008
by principals David
Copeland and Neal
Price, the firm provides a complete wealth management platform by
integrating all elements of a comprehensive strategy including
investments, insurance, estate planning and tax counseling. Learn more
at www.stratwealth.com.
DISCLOSURE STATEMENT
This article is intended for informational purposes only. The
information published in this article is subject to change on a regular
basis without notice. Information contained in this article
should not be relied upon as investment advice specific to the reader’s
investment objectives. Read
Full Disclosure Here
Contacts
TagTeam Global®
Eugene Ullrich, 312-342-3119
gullrich@tagteamglobal.com
