Celebrate the holiday season at the Undivided Wealth movie event!

Bring your family to a private screening of the anticipated movie, Moana 2, at Marcus Theater in Chesterfield.

Client invitations were emailed in October. Please email Deanna@UndividedEC.com if you’d like to attend or have any questions.

This engaging seminar explores the intersection of finance and family, offering insights into effective communication, values and legacy planning. Learn how to best transition wealth to the next generation from a client panel discussion & the Undivided team.

Click here to register.

Support our team for the Alzheimer's Association Walk to End Alzheimer's®! This is world’s largest event to raise awareness and funds for Alzheimer’s care, support and research. 

Join us to walk together on Saturday, October 26th at the Chesterfield Amphitheater and Central Park, St. Louis, MO

Click here to join our team.

Click here to donate.

We walk in support of our family members and our Undivided community who have been affected by this disease.

Join us for a special evening to toast to prosperity!

We're excited to host a women, wealth and wine gathering on Wednesday, September 18th from 5:00-7:30 pm at the Undivided Experience Center. Regardless of where you are in your life journey, there are key steps you can take to help maximize your success and fulfillment.

Meet incredible women in the St. Louis area, share valuable discussion and have some fun!

Learn and discuss:

• What wealth means to you

• How to get organized and get invested

• Learn how to move closer to achieving your goals

• The 5 critical steps you need to do for financial success

Plus, enjoy incredible wine from Scout and Cellar. Wine expert Karen Kromat will be available to share information about this female-owned, clean crafted and sustainably grown company.

The evening will be led by Kim Rubenstein, CFP® and Director of Financial Planning of Undivided Wealth, Jen Taboada, Vice President, Wealth Education Specialist, BlackRock and Karen Kromat, Scout and Cellar Wines.

Click here to register.

Join us for a fun-filled evening of pickleball at our Undivided Client Appreciation Event!

We’re celebrating our valued clients with an exciting evening on the court, promoting healthy living and active lifestyles. Whether you're a seasoned pickleball player or trying it for the first time, this event is designed for everyone to enjoy!

Engage in friendly indoor matches, learn from an expert instructor, and enjoy activities that will leave you feeling energized. Client invitations were emailed. To register, please contact Deanna@UndividedEC.com.

Learn how to best integrate a Medicare strategy into your retirement plan.

Kim Rubenstein, CFP® and Director of Financial Planning of Undivided Wealth and Karl Steinlage, 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

• Discuss upcoming changes to Medicare Part D under the 2022 Inflation Reduction Act

• Review how to bridge the gap from group insurance until Medicare

• Discuss how subsidies work for individuals purchasing coverage through the ACA/Exchange.

Register here.

Join us for an interactive investment discussion of the second quarter of 2024 and what’s in store for the upcoming quarter.

Gary Baker, President, and Dan Kraus, Chief Investment Officer of Undivided Wealth will provide insights and potential opportunities in this current market environment. The webinar will also include a live Q&A where you can get answers to your questions and concerns.

Click here to register.

As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan.

Join us for a Learning Lunch and a overview of:

• How Social Security benefits work for you and your spouse

• When and how to start receiving Social Security benefits

• Opportunities to increase your benefits through retirement

Speakers: Jennifer Taboada, Vice President, Wealth Education Specialist of BlackRock and Kim Rubenstein, CFP® and Undivided Wealth’s Director of Financial Planning.

Two ways to participate!

Webinar: Click here to register.

In-person at the Undivided Experience Center (lunch provided). Click here to register.

Join us for an interactive investment discussion of the first quarter of 2024 and what’s in store for the upcoming quarter.

Gary Baker, President, and Dan Kraus, Chief Investment Officer of Undivided Wealth will provide insights and potential opportunities in this current market environment. The webinar will also include a live Q&A where you can get answers to your questions and concerns.

Click here to register.

Join us for the first Speakers Series Event of 2024!

Meet other like-minded individuals, learn more about the People Centric Project and the exciting year we have planned. Plus, learn how to tell your story in an engaging manner while avoiding the most common mistakes leaders and companies make in messaging.

Speakers, Gary Baker and John Knicely

Gary Baker is the founder of the People Centric Project, Undivided Wealth Management and Undivided Experience Center. He is an adjunct professor at Washington University and a MBA mentor at Saint Louis University.

John Knicely is a Emmy- and Murrow-Award winning journalist and founder of Story on Purpose which helps brands, organizations and family-owned companies leverage the power of authentic story.

Click here to register to attend.

Join us for an evening of resources, education and connection!

Created especially for seniors and adult children of seniors, this program helps you navigate the complexity and components of of aging. Experts will cover these topics & answer questions:

• Live your golden years in your home on your terms (Tim Vosse, founder & CEO of My Circle)

• Better ways to leverage the value of your home instead of a reverse mortgage (Jim Manning, founder of Three Doors)

• Preserve your Legacy through video to transfers values before a transfer of wealth (John Knicely, founder of Story on Purpose)

• Gain peace of mind with what's most important to you (Gary Baker, founder & CEO of Undivided Wealth Management)

  
  Click here to register.

Join us for an interactive investment discussion of the fourth quarter of 2023 and what’s in store for 2024.

Gary Baker, President, and Dan Kraus, Chief Investment Officer of Undivided Wealth will provide insights and potential opportunities in this current market environment. The webinar will also include a live Q&A where you can get answers to your questions and concerns.

Click here to register.

Join us for an interactive webinar hosted by our friends at Kestra Investment Management, featuring Chief Investment Officer, Kara Murphy, CFA, who regularly appears on CNBC and Bloomberg.

In this webinar, she’ll take us through a deep dive into the current state of the market and share in-depth insights on inflation, interest rates and market opportunities. The webinar will include a live Q&A where you can get answers to your most pressing investment questions.

SIGN UP HERE

Learn how eligible investors can access intuitional quality private market solutions.

Join Dan Kraus, Managing Partner and CIO Undivided Wealth Management, and Nick Mormando, Blackstone Private Wealth Solutions, as they discuss the Essentials of Private Markets. Blackstone is the world’s largest alternative asset manager with investment business spanning private equity, real estate and credit solutions. 

Private market assets may provide more portfolio diversification and lower volatility than publicly listed securities.

Click here to register.

Join us for a special discussion group focused on Living a Life of Legacy!

Our discussion will provide an environment to share ideas, experiences and aspirations. We will explore various aspects of legacy building, such as:

• identify your values and life purpose

• documenting your life story and experiences

• philanthropy and charitable giving

• sharing your wisdom and knowledge to future generations

• planning your estate for a smooth transition

Click here to register. 

Support our team for the Alzheimer's Association Walk to End Alzheimer's®! This is world’s largest event to raise awareness and funds for Alzheimer’s care, support and research. 

Join us to walk together on Saturday, October 28th at the Chesterfield Amphitheater and Central Park, St. Louis, MO

Click here to join our team.

Click here to donate.

We walk in support of our family members and our Undivided community who have been affected by this disease.

Join us to learn about research in the areas of diet and nutrition, exercise, cognitive activity and social engagement, and use hands-on tools to help you incorporate these recommendations into a plan for healthy aging. This program offers science-based recommendations about taking care of our brains and bodies.

This informative session is a collaboration with the Alzheimer's Association and will be presented by Dr. Monique Williams, Senior Medical Director of Oak Street Health.

Williams has held many positions, including assistant professor of medicine and psychiatry at Washington University; interim chief of the division of geriatrics and palliative medicine, plus the director of geriatric education and outreach at the Garrison Institute on Aging at Texas Tech University Health ­Sciences Center; and medical director for VITAS Healthcare-St. Louis, a ­hospice.

Click here to learn more and register.

Step away from the stress and chaos of daily life. Experience a day of encouragement, hope and connection with amazing women. Gain practical tools to improve the relationship with yourself and others. This retreat will include inspiring experts: Sonja Meyrer, professional coach and best-selling author and Sharon Redinger, life coach. Join us for support, humor and renewal!

Click here to learn more and register.

Join us for an investment overview and discussion of the third quarter of 2023.

Gary Baker, President, and Dan Kraus, Chief Investment Officer of Undivided Wealth will provide insights and potential opportunities in this current market environment.

Click here to register.

Created specifically for 35-55 year old professionals, this webinar addresses the critical values of your life: financial, professional and personal. 
As you experience the ups and downs of life, you may often wonder: am I on the right path? How do I make the best decision regarding the next step in my career, finances and family? Gain clarity and confidence to handle life’s complexities.

The webinar includes:

• The Life of Value Assessment

• Engaging Curriculum

• Group discussion  (participants limited to 20)

Click here to learn more & register.

Learn how to best integrate a Medicare strategy into your retirement plan. The seminar 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

• Discuss upcoming changes to Medicare Part D under the 2022 Inflation Reduction Act

• Review how to bridge the gap from group insurance until Medicare

The seminar will be led by Kim Rubenstein, CFP® and Director of Financial Planning and Karl Steinlage, co-owner of Steinlage Insurance Agency.

Click here to learn more and register.

Join us for an investment overview and discussion of the second quarter of 2023.

Gary Baker, President, and Dan Kraus, Chief Investment Officer of Undivided Wealth will provide insights and potential opportunities in this current market environment.

Click here to register.

Clients, please join us to celebrate our 5 year anniversary!

Since 2018, Undivided Wealth has been transforming lives well beyond money. Your continued support and friendship has made this special milestone a reality. We are grateful and look forward to commemorating this anniversary with you!

Limited venue capacity. RSVP here.

Join us for an investment overview and discussion of the first quarter of 2023.

Gary Baker, President, and Dan Kraus, Chief Investment Officer of Undivided Wealth will provide insights and potential opportunities in this current market environment.

Click here to register.

Join us to learn from guest speaker and friend, Doug Eisenhart, President of Cambridge Air Solutions.

For years, Cambridge has been leading innovative programs for their people. Doug will share how the company lives out its mission to enrich every life they touch. He'll share what they've learned and how they connect it to productivity and profitability.

Click here to register.

We believe…that if 3K business leaders commit to conducting business with a “people-centric mindset” by 2030, relationships and financial poverty will begin to recede, and people will be able to transform and thrive.

The Undivided People Centric Project began in 2017 with Gary Baker's leadership. The project has continued to grow with exceptional individuals living the mission and in partnership with St. Louis University MBA students and Washington University students.

Enjoy the kick-off of the Sweet Sixteen games!

Undivided Partners: Meet your colleagues from fellow "teams" in the Undivided bracket. This group of 64 amazing individuals represent our community of value.

Undivided Clients: we always look forward to inviting you to various events and sharing the celebration.

Don't miss this happy hour of food, drink & fun! Click here to register.

The P.A.T.H. Forward strives to empower others to design their success by focusing on what makes them unique - their Purpose, Actions, Talents, and the importance of Helping others.

Join us for an evening of connection and empowerment for women. Network and learn from accomplished leaders on how to design a career path, overcome obstacles, become a strong leader and walk in your unique path to success.

Panel Discussion includes:

Jennifer Bardot, MA, MS Health & Benefits Producer WTW International Best-Selling Author, Publisher – G.R.I.T.

Marie E Lamont Global Head, RWE Data Strategy Access and Enablement, IQVIAGM, Inteliquet an IQVIA business

Erika Z. Schenk General Counsel & EVP Compliance/ESG World Wide Technology

Hosted by Tilley Workforce Solutions and Undivided Experience Center. Click here to register.