Young Investors Webinar Library

At Chicago Partners, we believe in helping your family build wealth that is supported through generations. This series aims to give young investors the tools and knowledge they need to start building helpful wealth management habits and goals.

Webinars are held quarterly and email newsletters are sent monthly.

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Investing in Your Future

Understanding Good Debt, Bad Debt, & the Volatility Tax

May 2026 - Wealth Advisors, Grace Harlan, CFP^®, and Anna Read introduce good debt, bad debt, strategies for managing debt, and the volatility tax's impact on your wealth's potential.

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Investing in Your Future

A Guide to Investment Vehicles

January 2026 - Senior Wealth Advisor, Tim Pennino, CFA and Wealth Advisor, Andrew Bratina introduce investment vehicles, how to access them, and considerations to take when investing.

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Investing in Your Future

Budgeting and Saving for Success

November 2025 - Senior Wealth Advisor, Nicole Polanco, CFP^® and Senior Client Services Associate, Grace Harlan dive into understanding your income, building a budget, and investing within your budget.

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Investing in Your Future

Frequently Asked Questions - Credit, Taxes, & Life Insurance

July 2025 - Senior Wealth Advisor, Jenny Shults, CFP^® and Wealth Advisor, Jake Hianik, CFP^® introduce building credit, investment taxes, and life insurance.

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Investing in Your Future

Mind Over Market Corrections

April 2025 - Senior Wealth Advisor, Byron Mandell, CFP^® and Senior Client Services Associate, Anna Read introduce market corrections, investor psychology, and finding both opportunity and risk mitigation in down markets.

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Investing in Your Future

Don’t Light Your Money on Fire - How to Navigate Interest Rates

January 2025 - Senior Wealth Advisors, Nicole Polanco, CFP^® and Patrick Wade, CFA discuss interest rates, inflation, their impact on your wealth, and actionable steps to protect your wealth.

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Investing in Your Future

Building a Foundational Portfolio

October 2024 - Senior Wealth Advisor Tim Pennino, CFA and Senior Associate, Client Services Peter Steigerwald discuss optimizing investment placement, asset classes, and portfolio strategies.

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Investing in Your Future

Navigating Your Financial Lifecycle

August 2024 - Senior Wealth Advisor Byron Mandell, CFP^® and Wealth Advisor Jake Hianik, CFP^® discuss account types (including Traditional and Roth 401(k)s and IRAs) and the stages of the financial lifecycle.

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Investing in Your Future

Prepare Yourself For a Lifetime of Financial Success

April 2024 - Senior Wealth Advisor Patrick Wade, CFA and Wealth Advisor, Jenny Shults, CFP^® discuss the current state of financial advice, the importance of defining your goals, and building wealth in action.

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Young Investors Webinar Series

Share Your Ideas With Us.

Our Young Investors Webinar is held quarterly and aims to teach new professionals how to build a foundation to support their unique financial needs and long term goals. Each installment of this series focuses on financial concepts and insights that are key components to optimizing your wealth.

If you have ideas for future topics of the Young Investors Webinar Series, please share your thoughts using this form.