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

Celebrate the holiday season at the Undivided Wealth client movie event!

Bring your family to a private screening of the heart-warming movie, Wonka. Based on the extraordinary character at the center of Charlie and the Chocolate Factory, "Wonka" tells the wondrous story of how the world's greatest inventor, magician and chocolate-maker became the beloved Willy Wonka we know today.

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

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.

Join us on Wednesday, February 22 from 12-1 pm for a webinar presented by Gary Baker and Dan Kraus.

Together, they will share their insight regarding:

• 2022 and 2023 S&P 500 Market performance

• S&P 500 Historical Perspective

• Federal Reserve

• Market bottoming process

• Consumer Sentiment

• Market Valuation and Earnings forecasts

• Asset Class Valuation

• Sector / Stocks Valuation

We believe we are in for an interesting Q1-Q2 this year, which will lead to a better understanding and forecast for the second half 2023.

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 an 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:
Kim Rubenstein, CFP®, Managing Partner and Director of Financial Planning of Undivided Wealth and Jennifer Taboada, Vice President, Wealth Education Specialist of BlackRock. Lunch provided.

Two ways to participate:

Learning Lunch (in-person) at Undivided: Click here to register.

Webinar: Click here to register.

Every year, Blackstone Private Wealth Solutions’ Chief Investment Strategists Byron Wien and Joe Zidle compile a list of economic, financial and political surprises for the coming year.

Join Dan Kraus, Undivided Wealth Management Chief Investment Officer and Nicholas Mormando, Private Wealth Solutions of The Blackstone Group as they discuss the Ten Surprises and how they might affect your investment portfolios.

They will also share a brief review of Private Investment Markets (equity, real estate and credit).

Two ways to participate:

Learning Lunch at Undivided (in-person). Lunch will be provided. Click here to register.

Webinar (virtual). Click here to register.

Celebrate the spirit of Christmas at the Undivided Wealth exclusive client holiday movie event!

Bring your family to a private theater screening of the heart-warming movie, The Polar Express. This special film highlights a young boy's magical adventure to the North Pole on the Polar Express, while learning about friendship and bravery.

Seating will begin at 5:30 pm and the movie will start at 6 pm. Registration link will be emailed to clients.

Join Dan Kraus, Undivided Wealth Management Chief Investment Officer and Robert "Bob" Stein, Chief Economist of First Trust Advisors as they discuss the current market and outlook.

Together, they will simplify the complex with timely and thought-provoking insights on market events and outlook to make informed investment decisions with more confidence.

Two ways to participate:
Attend in-person at Undivided (lunch provided). Click here to register.
Or participate virtually via Zoom. 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 29th 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.

Learn about typical age-related changes, common warning signs of Alzheimer’s, how to approach someone about memory concerns, early detection, the benefits of a diagnosis, the diagnostic process, and Alzheimer’s Association resources.

This informative session will be presented by Dr. Monique Williams, medical director for New Horizons PACE, a Program of All Inclusive Care of the Elderly (PACE) in St. Louis City.

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 register.

In collaboration with our friends at Biblical Business Training (BBT), we welcome you to join us for the Faith Driven Entrepreneur Conference. Entrepreneurs are gathering in 300+ cities and 50+ different countries for an incredible one day virtual conference. Live streamed from Nairobi, Kenya, the conference will feature over a dozen inspiring speakers, such as Pat Lencioni, Tim Tebow, Henry Kaestner, David Green and others.

Click here to register. Use coupon code "FDMSCHOL50" to save 50%.

Incredible opportunity for business owners and leaders of teams!

Robert “Cujo” Teschner, a former Air Force Top Gun Instructor Pilot, travels across the country teaching businesses how to win more consistently using the techniques of high-performing teams. On Thursday, August 19th, he will lead an interactive workshop focusing on frameworks for mission planning, execution, debriefing, and accountability for Undivided Wealth clients.

Workshop will be video-taped and all participants must be willing to be filmed. Limited seats available.

Click here to register.