Undivided Wealth Management, LLC

Join us for an inspiring morning of Alzheimer's insights and support! Discover the latest in Alzheimer’s and dementia research on Tuesday, October 8th at our Educational Session (10:30-11:30 am) led by Peggy Killian, Research Educator and Vice President of Communications of the Alzheimer's Association?. She’ll share critical information regarding advancements in detection, diagnosis, treatments, and lifestyle factors that can help reduce risk. Then, join us for a special Appreciation Luncheon (11:30 am-12:30 pm) to honor caregivers and their families. Relax, enjoy a meal, and meet the founders of The Caregiver Club, a local organization dedicated to supporting caregivers of loved ones with Alzheimer’s and other dementia. Our Undivided team members, along with our clients, families, and friends, have been impacted by Alzheimer’s and other forms of dementia. We are deeply committed to offering education and support for those navigating this journey. We invite you to join us on October 8th and encourage you to extend the invitation to anyone you know who is affected by Alzheimer’s or other dementia diseases. Let’s learn, connect, and support each other! ?? https://lnkd.in/dkR34CDp #alzheimers #dementia #caregivers #caregivierssupport #undivided #uec #livingourmission #stl

Cheers to prosperity! Women, Wealth, and Wine Recap ?? A huge thank you to all the incredible women who joined us for our Women, Wealth, and Wine event! The energy, connection, and shared wisdom made it a truly special experience. We explored what wealth means to us, learned actionable steps to achieve financial success, and enjoyed amazing wine from Scout & Cellar. Special shoutout to our wonderful speakers Kimberly Rubenstein, CFP?and Jennifer Taboada, who shared their expertise and valuable strategies to help us organize our finances, get invested, and confidently pursue our goals We’re so grateful for the supportive community that came together last night. If you missed this event, don’t worry—there will be more opportunities to connect, learn, and grow together. Here’s to building our wealth and enjoying every step of the journey!

What an incredible day of renewal and connection! Living our mission of “transforming lives well beyond money,” Undivided hosted the 2nd annual women's Renew Retreat on Saturday. This retreat helps women rediscover their authentic selves and protect what matters most. It was a special day of powerful conversations and practical tools for well-being. Key Highlights: ?? Embracing stillness amid life’s chaos, and connecting with our intuition to find clarity. ?? Inviting peace into our relationships using the art of acceptance and detachment. ?? Increasing joy with the power of gratitude and an abundance mindset. Each session was packed with wisdom, real-life strategies, and supportive encouragement. From meaningful discussions to mindfulness techniques, our speakers Sonja C Meyrer, Sharon Redinger and Deanna McClintock provided a truly rejuvenating experience. We’re grateful to Melony Crayton, M. Ed., PLPC, NCC from the Healing Exchange for a powerful sound immersion experience as well. Plus, a special thank you to all the attendees for bringing your authentic selves and sharing this day together! #livingyourbestlife #selfcare #undivided #uec #womenleadership #joy #gratitude #retreat

Join us for an Empowering Evening of Women, Wealth, and Wine! Are you ready to take charge of your financial future and connect with inspiring women in St. Louis? Don't miss our special gathering on Wednesday, September 18th, from 5:00-7:30 pm at the Undivided Experience Center. This event is more than just a networking opportunity—it's a chance to explore what wealth truly means to you, get organized, and learn how to invest in your future. Our expert speakers will guide you through the 5 critical steps for financial success and help you move closer to your goals. Featured Speakers: Kimberly Rubenstein, CFP? Director of Financial Planning at Undivided Wealth. With 20+ years of experience and multiple awards, Kim brings a wealth of knowledge and a passion for helping others succeed. Jennifer Taboada, from BlackRock’s Advisor Engagement team. Jennifer’s 15+ years in financial services have made her an expert in educating and inspiring women to take control of their finances. ?? Plus, enjoy incredible wine from Scout & Cellar! Wine expert Karen Kromat will be on hand to share insights about this female-owned, clean-crafted, and sustainably grown company. Whether you're just starting out or looking to refine your financial strategy, this event is for you. Let's raise a glass to prosperity! Register now and secure your spot! https://lnkd.in/gZ7u86GP #wealth #womenleaders #WomenInWealth #FinancialEmpowerment #StLouisEvents #WineAndWisdom #UndividedWealth #UEC #madeinstl

At Undivided Wealth Management, we support business owners and leaders with our unique three-part planning approach: investment planning, financial planning and life planning. Our mission of transforming lives well beyond money includes both personal and professional aspects of life. The People Centric Project of the Undivided Experience Center is a community of “people centric minded” leaders who focus on creating companies of value and impact. In today’s Speaker Series, we gathered a dynamic group of like-minded leaders eager to elevate their leadership and team-building skills. Together, we explored powerful concepts and actionable strategies to foster higher-performing teams. Key Takeaways: ? Reflecting on personal team experiences to unlock key insights ? Understanding the critical phases of team development ? Assessing team effectiveness and pinpointing areas for improvement ? Prioritizing impactful actions as leaders to drive team success Thank you to our speakers, Paul Hott and Debra Mayer, for sharing their wisdom and practical tools from their experience guiding global HR, Learning, and Talent teams. Also, we’re grateful to Gary Baker, John Knicely and Susan Conrad for continuing to lead the People Centric Project forward to create positive individual, organizational and community impact. Since 2000, the People Centric Project has collaborated with Washington University in St. Louis and the Saint Louis University MBA Program as well. Save the date for our upcoming events! October 17 – Building High Performing Teams Workshop. Take a deeper dive into today’s concepts for greater personal and professional application. November 14 – Quarterly Speaker Series Session: Company of Value. Learn more at https://lnkd.in/gzRYu-vm.

Ready to transform your team dynamics? Join us for the next quarterly Speaker Series on Thursday, August 22 from 8:30-10:30 am at the Undivided Experience Center. The People Centric Project quarterly events bring together like-minded, people-centric leaders to gain practical tools and incredible ideas to implement. This project supports business owners and leaders of Undivided Wealth and the community. This month, learn how you can help build higher performing teams. In this session, you will reflect on your best and worst team experiences, learn critical team development concepts, and apply these learnings to a real team you are leading. In addition, you will: ? understand which phase of team development your team is in ? assess where your team is more and less effective ? prioritize what actions you (the leader) should take now to have greatest positive impact on your team’s performance. The workshop will be facilitated Paul Hott, an executive with 27 years of experience in HR, Learning, and Talent across various industries. His roles have included VP of People Strategy & Culture and Global VP of HR. Register today for this free event: https://lnkd.in/gCquJhxi

Join us for a Medicare Webinar on Thursday, August 29 from 10-11 am to learn how to best integrate a Medicare strategy into your retirement plan. Kimberly Rubenstein, CFP?, Director of Financial Planning and Karl Steinlage, MBA, co-owner of Steinlage Insurance Agency will: ? Review Medicare rules for those working with large employers, small employers, and solo practitioners ? Identify Medicare enrollment regulations and timelines based on recent changes ? Explore variables to consider: Income Related Monthly Adjustment Amount (IRMAA), Health Savings Account (HSA) funding, Donut hole, COBRA rules ? Learn how subsidies work for individuals purchasing coverage through the ACA/Exchange Register here: https://lnkd.in/gu7s9vyJ

In honor of National Intern Day later this month, we celebrated our current and former interns from Rockwood School District, along with some amazing participants and mentors from our past Student Summits. It was a fun evening of fellowship! These young adults continue to amaze us with their hard work and creativity on a variety of projects. We’re confident of their bright futures and the incredible impact they will continue to have in the world! A special thank you to Anthony Meyers for inspiring us to discover, embrace, and fully live our life purpose! Brock Wrisberg, Ronith Gouni, Taha Shakeel, Akshaya N., Abhiram P., Jack Baker, Charlie Baker

We're excited to help celebrate and support this summer's new Red Tail Cadets! ?? Reigniting the heroic legacy of young African-American pilots (Tuskegee Airman), the Red Tail Cadet Program (RTCP) offers a unique, premier aviation youth outreach program that enables youth to obtain pilot's licenses and start an aviation career path. The Red Tail Cadet Program is a six-week, residential, immersive flight-training experience, designed to introduce students to the aviation industry and to develop their skills through classroom instruction, flight simulator training, in-aircraft flight training, financial literacy seminars, leadership training development. We applaud Anthony Meyers, Elite Aviation, Boeing, The Crossing Church and Spirit of St. Louis Airport for your leadership and support of this incredible program! #youthleadership #pilotsintraining #flightsuccess #aviation #stl #madeinstl #undivided #uec