Event Calendar
Life of Value (LoV) Experience
The purpose of the Life of Value (LoV) Experience is to help you Live Your Most Fulfilled Life. It is about self-discovery, developing a plan, living intentionally and receiving support along the way.
In this workshop, you will engage in a four-part, highly interactive, reflective and empowering experience. Join us on May 9th for a facilitated discussion designed to explore what it means to Live a Life of Value, how to trade value to live your most fulfilled life and prepare you to take the Live of Value Inventory.
Social Security Seminar: Learning Lunch
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 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: 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.
Student Summit
Can 3 days change your life? We believe it can.
The Student Summit is a unique, hands-on experience which guides high school and college students through personal discovery, future visioning and practical knowledge. Students will:
Discover their talents & interests
Learn the fundamentals of business & personal finance
Increase their confidence & career skills
The Summit includes interactive sessions led by exceptional faculty. Plus, one full day is dedicated to touring St. Louis businesses: Cortex Innovation, Microsoft and Cambridge Air Solutions.
Building Career Equity Workshop
Unlock the potential of Building Career Equity for your career and your organization. Join us for an interactive workshop where you'll learn to leverage the five pivotal assets that enable professionals and their firms to achieve mutual and meaningful growth. Gain the insights and tools you need to create a robust professional trajectory, build enriching connections, and accelerate your career. Leaders will also learn how to leverage the tools to scale their firm's culture, increase retention, and grow their organization.
The workshop will be facilitated by Susan Conrad, a seasoned executive, entrepreneur, and champion of Building Career Equity, she thrives on connecting the goals of people and business to ensure both achieve their full potential."
Medicare Seminar Webinar
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
Discusses upcoming changes to Medicare Part D under the 2022 Inflation Reduction Act
Review how to bridge the gap from group insurance until Medicare
Explores 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
The seminar will be led by Kim Rubenstein, CFP® and Director of Financial Planning and Karl Steinlage, co-owner of Steinlage Insurance Agency.
Renew Retreat
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. The retreat will include these inspiring experts: Sonja Meyrer, professional coach and best-selling author and Sharon Redinger, life coach. Join us for support, humor and renewal!
Registration coming soon.
Women, Wealth & Well-Being Seminar
Join us for a special evening to focus on wealth and well-being. Regardless of where you are in your life journey, there are key steps you can take to help maximize your success and fulfillment.
Join us to discuss:
What wealth means to you
How to get organized and get invested
Learn how to move closer to achieving your goals
Meet incredible women in the St. Louis area, share valuable discussion and learn critical information. Plus, enjoy cocktails and fun!
The seminar will be led by Kim Rubenstein, CFP® and Director of Financial Planning of Undivided Wealth and Jen Taboada, Vice President, Wealth Education Specialist, BlackRock.
Registration coming soon.
Walk to End Alzheimer's
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
We walk in support of our family members and our Undivided community who have been affected by this disease.
Blessed & Blended Virtual Conference
Blended & Blessed® is the only one-day livestream just for stepfamily couples, dating couples with kids, and those who care about blended families. We will unpack strategies that are crucial to building unity in your stepfamily. With some of today’s most trusted and respected experts, Blended & Blessed will challenge, inspire, and encourage you.
Choosing Life: Navigating a Career in Modern Medicine
Sponsored by Vitae Foundation and hosted by the Young Catholic Professionals, this executive panel discussion will feature medical professionals from Mercy Hospital, SSM Health and Washington University. The goal is to inspire those in or entering medicine to persevere in promoting the culture of life, to illuminate the ethical challenges faced by those on the frontlines, and to celebrate success stories of evangelization among patients and colleagues that reflect our mission to live and work in witness for Christ.
Market Outlook Webinar
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.
Storytelling that Drives Results Workshop
Companies that are clear on their values and purpose need to tell that story in a way that drives engagement. Clarity on purpose is an important first step, but it doesn't mean your ideal customers, team members, and partners will automatically connect with it.
In this workshop, John Knicely, Emmy- and Murrow-Award winning journalist and founder of Story on Purpose, will take participants through a proven storytelling framework. You'll come away with clarity and alignment on how to tell your story in a way that drives results. This framework will help inform and maximize the effectiveness of your messaging for sales, marketing, and recruiting.
People Centric Project, Speaker Series: Leader of Value
Be the best leader you can be by discovering who you are, why you exist and what you value most so you can live your most-fulfilled life.
Speakers, Anthony Meyers and Paul Hott
Anthony Meyers is a Thought Innovator, Life Catalyst, Author, Purpose Strategist and Social Entrepreneur who emboldens individuals to live more effective and purposeful lives. Paul Hott is an innovative executive, coach and consultant with 27 years of progressive and diverse experience leading global HR, Learning and Talent teams across multiple industries.
Experts 4 Entrepreneurs Monthly Meeting
Experts 4 Entrepreneurs is a premier community of entrepreneurs committed to helping small business owners succeed and live their dreams. We’re people of goodwill, helping each other take our businesses to the next level faster and with less stress.
Join us for our monthly meeting in-person or on Zoom. Learn more and register here.
Business Speakers Series: Kim Davidson
Corporate Faith of The Crossing assembles executives who also have a tremendous faith. Join us for an evening of conversation as we discuss how the two are intertwined and how to create sustainable success.
Our speaker is Kim Davidson, the CEO of ET Superior Facility Management Services, Inc., a multi-million-dollar facilities management and landscaping company headquartered in St. Louis, Missouri.
Put Me in the Game
T.E.A.CH. partners with the most savvy and forward thinking business owners and volunteers with backgrounds ranging from education and consulting to technology, financial literacy and product developers.
Dynamic speakers, led by TedX Speaker, YouTube Podcaster and Investor Constance Carter; and entrepreneur, coach, and motivational speaker known for her role in the Belle Collective on OWN Network, Lateshia Pearson. Plus, interactive workshops where your ideas meet execution. Gain hands-on experience and practical skills.
People Centric Project: Speaker Series
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.
Business Speakers Series: Eric Holland
Corporate Faith of The Crossing assembles executives who also have a tremendous faith. Join us for an evening of conversation as we discuss how the two are intertwined and how to create sustainable success.
Our speaker is Eric Holland, a courtroom lawyer. He has handled and tried some of the largest and most game-changing civil cases in the history of the United States, achieving record-setting verdicts and settlements in St. Louis and across the country. His work has been featured in virtually every major U.S. media outlet and he has been described to the media as a "legal mastermind" by his corporate opponents. Eric was recently recognized by The National Law Journal and Trial Lawyer Magazine as one of America's 55 most influential trial lawyers.
Senior Resource Event
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.
Market Outlook Webinar
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.
Quarterly Market Review Webinar
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.
Business Speakers Series: Kim Davidson
Corporate Faith of The Crossing assembles executives who also have a tremendous faith. Join us for an evening of conversation as we discuss how the two are intertwined and how to create sustainable success.
Our speaker is Kim Davidson, the CEO of ET Superior Facility Management Services, Inc., a multi-million-dollar facilities management and landscaping company headquartered in St. Louis, Missouri.
Private Markets Webinar
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.
Living a Life of Legacy
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.
Walk to End Alzheimer's
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
We walk in support of our family members and our Undivided community who have been affected by this disease.
Healthy Living for Your Brain and Body
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.
Renew Retreat
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. The retreat will include these inspiring experts: Sonja Meyrer, professional coach and best-selling author and Sharon Redinger, life coach. Join us for support, humor and renewal!
People Centric Project: Speaker Series
The People Centric Project provides education and a unique community of like-minded individuals who are focused on the relationship development within organizations. For our upcoming Speaker Series, we are honored to have Susan Stelter join us.
Susan Stelter is the Co-Founder and former Chief People Officer at West Monroe, a digital consulting firm in Chicago. Under her leadership, the firm grew from a 4-person startup to over 2,000 associates. West Monroe has been named one of the Best Workplaces for Millennials by Fortune and Great Place to Work for four years in a row.
She will share how operationalizing West Monroe‘s purpose (to build the next generation of leaders) enabled double digit growth, exceptional retention, and culture that supports a highly successful and sustainable business. Susan has more than 25 years of experience as a consultant and professional services leader.
Market Outlook Webinar
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.
Business Speakers Series: Lori Drury
Corporate Faith of The Crossing assembles executives who also have a tremendous faith. Join us for an evening of conversation as we discuss how the two are intertwined and how to create sustainable success.
Our speaker is Lori Drury, Executive Director and CEO of Biblical Business Training (BBT).
Living a Life of Value Webinar (35-55 year olds)
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.
Faith Driven Entrepreneur Live 2023
The annual Faith Driven Entrepreneur Conference helps business leaders establish new habits, rhythms, and practices as we embark on this next season together. This year, we dive deep into our battle for control with stories and talks from entrepreneurial leaders around the world that will empower you to accept your invitation to be fully alive. Hosted by BBT, Biblical Business Training.
Business Speakers Series: Steve Callahan
Corporate Faith of The Crossing assembles executives who also have a tremendous faith. Join us for an evening of conversation as we discuss how the two are intertwined and how to create sustainable success.
Our speaker is Steve Callahan, experienced Human Resources professional with over 25 years of diverse industry experience. He’s currently the CHRO of Plastic Bank, a social enterprise dedicated to reducing poverty and addressing the global plastic waste crisis.
Medicare Seminar Webinar
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
Click here to learn more and register.
The seminar will be led by Kim Rubenstein, CFP® and Director of Financial Planning and Karl Steinlage, co-owner of Steinlage Insurance Agency.
Market Outlook Webinar
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.
Business Speakers Series: Gary Baker
Corporate Faith of The Crossing assembles executives who also have a tremendous faith. Join us for an evening of conversation as we discuss how the two are intertwined and how to create sustainable success.
Our speaker is Gary Baker, Managing Partner & President of Undivided Wealth Management and Undivided Experience Center.
Student Summit
Can 3 days change your life? We believe it can.
The Student Summit is a unique, hands-on experience which guides high school and college students through personal discovery, future visioning and practical knowledge. Students will:
Discover their talents & interests
Learn the fundamentals of business & personal finance
Increase their confidence & career skills
The Summit includes interactive sessions led by exceptional faculty. Plus, one full day is dedicated to touring St. Louis businesses.
The Student Summit is June 7-9.
Business Speakers Series: Matt Granados
Corporate Faith of The Crossing assembles executives who also have a tremendous faith. Join us for an evening of conversation as we discuss how the two are intertwined and how to create sustainable success.
Our speaker is Matt Granados, entrepreneur, speaker and author with a proven track record of success in the performance development field.