June 18th, 202511:00 a.m. CT
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.
We’ll cover the latest updates on European destinations and other must-visit places, along with providing our thoughts on underrated locations that can offer the magic of popular spots—with fewer crowds and lower costs. We’ll also share why we believe this is an excellent time to start planning.
Find out how to get a head start on planning your next adventure to help make your trip as smooth, memorable, and cost-effective as possible.
Register Now
Featured Speakers
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Brad Levin is a Managing Director and Senior Wealth Advisor at Focus Partners. He brings nearly 30 years of experience as a financial advisor and many years as a business owner prior to joining the firm. He works closely with partners in our Family Office and Business Management groups to serve the needs of successful entrepreneurs, executives, entertainers, and their families.
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When it comes to actually planning a trip, I am always amazed at the amount of travel ideas to choose from--unlimited destinations, thousands of luxurious hotels, and what seems to be countless numbers of exciting tours and excursions! This is where having a travel advisor can help you sift through all the choices and details. With access to the Virtuoso network of resources, my firsthand experience, and my own personal connections, I can help you plan the most memorable vacation! I can get you the best value for your time and money, securing you special benefits and unique experiences that are not available to the general public. Let me help you plan your next dream trip or weekend away so you can sit back and enjoy the memories you create with family and friends!
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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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.