August 14th, 202511:00 a.m. CT
August 14th, 2025 | 11:00 a.m. CT
Virtual
Safeguarding Your Identity and Data in the Digital Marketplace
In today’s digital world, your personal information is more valuable than ever. But how much of your data is truly within your control? Join Focus Partners Wealth Lifestyle Services and Regal Credit as we explore the growing concerns around data privacy and identity protection in the digital marketplace.
We’ll discuss how and why your data is collected and what you can do to protect your identity as companies collect, share, and profit from your personal information. From social media to e-commerce platforms, we’ll cover practical steps you can take to safeguard your identity and share tools and techniques for enhancing data privacy and security so you can stay ahead of emerging threats.
The offerings described in this communication are provided through Regal Credit, an unaffiliated provider, and are not directly offered through Focus Partners Wealth's Lifestyle Services. Focus Partners does not receive any additional fees for referring clients to Lifestyle providers, nor do we receive additional fees from them for their offering to our clients. Please be advised that Focus Partners only shares video and content through our website or other official sources. Services and investment advice are only provided pursuant to an advisory agreement with the client. Services are offered through Focus Partners Wealth, LLC (“Focus Partners”), an SEC registered investment adviser with offices throughout the country.
©2025 Focus Partners Wealth, LLC. All rights reserved. RO-25-4358351
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Featured Speakers
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Coming from a family of educators, Frank has a natural talent for breaking down complex decisions into clear, actionable steps, making financial planning more approachable and effective. A lifelong learner, Frank is dedicated to continual growth both professionally and personally.
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Anthony Davenport is a best-selling author and the founder and CEO of Regal Credit Management, a leading credit management firm with offices in New York, Los Angeles, and London. Anthony established Regal Credit Management after the 2009 mortgage banking collapse to help clients navigate financial challenges. Under his leadership, the company has been recognized on the Inc. 5000 list in both 2022 and 2023. Regal’s clientele includes major financial institutions such as Goldman Sachs, JP Morgan Private Bank, and City National Bank, as well as entertainers and athletes from the NBA, NFL, MLB, and NHL.
Other Upcoming Events
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May 17th, 2023 | 5:30 – 7:30 p.m. Central
Retirement: Beyond the Financials
8182 Maryland Ave., Suite 500, St. Louis, MO 63105
Fifth floor Education CenterWhile you have been working hard to achieve your monetary goals to live a full retirement, have you considered the emotional challenges you may face when transitioning into this next phase of life?
During our live, in-person event, speaker, coach, consultant, featured guest and co-author Alan Spector explores the importance life planning plays in financial preparation.
Enjoy a light dinner while Alan shares strategies to tackle the obstacles that may hinder you from enjoying a fulfilling retirement, including:
- Ten key elements of a fulfilling retirement
- A guide to creating a personalized retirement life plan
- Suggestions for initiating crucial conversations with those closest to you about retirement plans
- A framework for deciding when to retire
- How and why you may want to “practice retirement” while still working
As a special gift, each participant will receive a copy of Alan Spector’s “Your Retirement Quest” book and workbook.
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July 20th, 2023 | 11:30 a.m. Central
Virtual
Preventing Identify Theft: How to Defend Your Finances
As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances. Once your personal data is compromised, the emotional and financial hardships that result may take several months or years to correct. In this interactive webinar, join Focus’s Chief Planning Officer, Jeffrey Levine, who will share insights on what to consider when protecting yourself financially from identity theft.
You’ll learn strategies to fend off common identity theft tactics, including:- Establishing credit in your name
- Filing a fraudulent tax return on your behalf
- Compromising your online accounts
- Engaging in other malicious activities
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September 24th, 2024 | 11:30 a.m. Central
Virtual
Social Security: 5 Things Every Married Couple Should Know
When planning for Social Security benefits, married couples have many choices to make. How do you determine who should claim what benefit when? And how do you plan for the amount you’ll ultimately receive?
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May 29th, 2025 | 11:00 a.m. CT
Virtual
Simplifying Capital Gains: What Every Investor Should Know
In this session, Focus Partners’ Chief Planning Officer Jeffrey Levine will break down the basics of capital gains taxation in a clear, approachable way—and set the stage for more advanced strategies in a future session
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June 18th, 2025 | 11:00 a.m. CT
Virtual
Springboard to New Adventures: Off the Radar Travel Trends & Hidden Gems for 2025
Join Focus Partners Wealth Lifestyle Services and Springboard Travel where we’ll share our perspectives on the latest travel trends and provide tips for planning your vacation in 2025 and beyond.