Impact Wealth Management

09/23/2026

When Was the Last Time You Reviewed Your Life Insurance Needs?

Open Enrollment Tip #3: Life Insurance

Life insurance needs often change over time.

A policy that made sense 10 years ago may not reflect your current situation today.

Open enrollment is a good opportunity to review:

✅ Mortgage obligations
✅ Young or dependent children
✅ College funding needs
✅ Income replacement considerations
✅ Estate planning goals

Life events such as marriage, children, career changes, or retirement can all impact how much coverage is appropriate.

The most important question isn't "How much coverage do I have?" It's "What purpose is my coverage intended to serve?"

07/30/2026

🌺Today's the day! 📊Join us for a Mid-Year Market Update via Zoom.

🕛Time - 12:00 PM PST || 📆Date - Thursday, July 30th

🔗 RSVP HERE: https://lnkd.in/eMC-wX-H

We'll break down what we're seeing in the markets, key economic trends, and opportunities investors should be watching as we head into the second half of 2026.

🌷We'd love to have you join us!

07/29/2026

Join us this week, for a Mid-Year Market Update! Market trends, investment outlooks, and strategies for navigating the second half of 2026.

📅Date: Thursday, July 30
⏰ Time: 12:00 PM PST
💻 Location: Zoom

RSVP: https://lnkd.in/eMC-wX-H

07/20/2026

📈 Mid-Year Market Update Webinar
Join us on Thursday, July 30 at Noon PST for a timely discussion on the market and economic trends shaping the second half of 2026.

We'll cover:
✅ Key market and investment outlooks
✅ Strategies for navigating uncertainty
✅ Building resilient, diversified portfolios
✅ Long-term themes and opportunities to help keep you on track toward your financial goals

📅 Thursday, July 30
⏰ 12:00 PM PST
💻 Via Zoom

Click here to RSVP:

We look forward to sharing insights and answering your questions.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

12/09/2025

🎄 Holiday Wreath-Making Fun! 🎄

We had an incredible time crafting beautiful wreaths together for the holidays! Thank you to all the wonderful clients who joined us for this festive event. Your creativity truly shone, and it was a joy to see everyone's unique creations come to life.

We are grateful for the opportunity to celebrate the season with such amazing company.

Here's to more joyful moments and holiday cheer! 🌟

10/31/2025

🎃 Happy Halloween! 🎃

We are embracing the spirit of creativity and teamwork that makes our team so impactful. This Halloween, we celebrate making a SUPER IMPACT!

May your Halloween be filled with laughter, camaraderie, and a few delightful scares. Have a fang-tastic Halloween!

Stay safe and enjoy the festivities!

👻 Best Wishes, The IMPACT Team

10/30/2025

I'm thrilled to share my recent conversation with Jim Mellin, President of Wealth Management and Advice, featured in an article with Barron's. We explored critical topics such as building teams, mentorship and providing a differentiated client experience. All areas where Equitable Advisors play a significant role. Read the full article to hear more.

2 industry leaders discuss how a growth mindset and a supportive network can elevate an advisory practice. Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-8446296.1

10/30/2025

I'm thrilled to share my recent conversation with Jim Mellin, President of Wealth Management and Advice, featured in an article with Barron's. We explored critical topics such as building teams, mentorship and providing a differentiated client experience. All areas where Equitable Advisors play a significant role. Read the full article to hear more.

https://partners.barrons.com/equitable-advisors/supported-independence/steps-to-success-strategically-expanding-and-elevating-an-advisory-practice/

09/24/2025

🎉 Happening TOMORROW! ✨ Longevity Tips for a More Durable You ✨

📅 Tomorrow, Thursday — September 25, 2025
🕛 12:00 PM PT

🔗 Register Here - https://www.mywealthimpact.com/events/longevity-tips-for-a-more-durable-you

Join us as we explore Five Key Factors That Influence Your Health and Longevity to help you thrive and feel your best!

🥗 Nutritional Choices: See how a balanced diet can change your life.
⚖️ Hormonal Harmony: Uncover tips to keep your hormones in check.
🌱 Digestive Wellness: Learn why gut health is crucial for vitality.
💊 Essential Nutrients: Discover the vitamins and minerals you need.
🚿 Detoxification: Find effective ways to cleanse your body of toxins.

✨ Embrace a healthier, more durable you! Don't miss this opportunity to gain actionable insights and practical tips for a healthier, more resilient you.

09/22/2025

📣 It’s Webinar Week! ✨ Longevity Tips for a More Durable You ✨

🎉 We’re just days away from unlocking the secrets to a longer, healthier life. Join us to explore 5 powerful factors that influence your longevity — and how small, doable changes can lead to big results.

📌This Thursday — September 25, 2025
⏰ 12:00 PM PT

🔗 Save your spot now: https://www.mywealthimpact.com/events/longevity-tips-for-a-more-durable-you

💭 Did you know? A diet rich in whole foods — like leafy greens, berries, nuts, and legumes — has been linked to a lower risk of chronic disease and longer lifespan. What you eat truly shapes your future! 🥬🍓🥜

✨ Don’t miss this chance to gain practical, science-backed tips for building a more resilient you.

🥑 Your future self will thank you — see you Thursday!