Young Investors Webinar Library
In 2024, Chicago Partners Wealth Advisors launched a webinar series dedicated to introducing the foundations of finance to young investors. This series aims to give young investors the tools and knowledge they need to start building helpful wealth management habits and goals. You can use the buttons to view a replay video, download slides, and access the summary of each call.
Investing in Your Future
Don’t Light Your Money on Fire - How to Navigate Interest Rates
Jan 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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