Speaker: Erin Doepel Wikstrom, CFP,AI,
11.76% of Americans have a net worth of $1,000,000 (data from 2016 Federal Reserve SCF). That means over 88% of American households will deem that seven figure number far out of reach. However, 29.2% of US Households have income over six figures (data from 2017 US Census Bureau). There seems to be a mathematical breakdown or a total misunderstanding of how to build wealth.
Join me as we bust the 4 Myths most people believe that stop them from becoming Millionaires. These practical tools will assist you in becoming a more thoughtful spender, a more aggressive saver, and a more diligent investor.
Erin has always known that her career path would revolve around helping others simplify their lives. She began pursuing a career in the financial services industry in 2008 knowing that it would allow her to do just that. For many years prior, she watched her mother, Ruth Doepel, build lasting relationships and provide skilled investment services that have helped individuals and families pursue their goals.
In 2009, Raymond James offered Erin a position, as one of an elite few candidates in the Financial Planning Residency Program located at their headquarters in St. Petersburg, Florida. As part of the Financial Planning Group, she learned technical expertise and the fundamentals of financial planning from top-notch planning specialists. In addition, she used this time to build a solid network of experts across the firm from whom she receives support for her business. She returned to Illinois in 2011 and began building her own financial practice.
Erin believes in a comprehensive financial planning approach which integrates cash flow management and tax planning considerations along with insurance, investment, retirement, and estate planning; all tailored to their clients' unique personal and financial priorities. In 2012, she completed rigorous coursework to receive the prestigious certification as a CERTIFIED FINANCIAL PLANNER™ professional. In the years following as her business and community presence continued to grow, she served as guest speaker, content expert, and contributing writer in countless events and periodicals throughout the Midwest.
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
620 North River Road, Suite 108
Naperville, IL 60563
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Need a speaker? Don’t know where to look? Look no further than the Chamber! The Speakers Bureau consists of professional speakers who cover a wide variety of topics such as business development, communications skills, health and wellness, sales and marketing and more. The speakers share their experiences to help Chamber members and the community in general grow, develop, and improve both personally and professionally.
Interested in hearing these Speakers Bureau members? Join us on the second Wednesday of each month from 11:30 am - 1:00 pm for our Power Hour presented by Speakers Bureau. Each month a different member will give an educational presentation.
Contact staff liasion, Linda Whitaker at email@example.com or 630.544.3377, with any questions.
Click here to view all of our Speakers Bureau members.
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