Harry Caray's Italian Steakhouse - Monthly Networking Luncheon
Name:
Harry Caray's Italian Steakhouse - Monthly Networking Luncheon
Date:
November 13, 2019
Time:
11:30 AM - 1:30 PM CST
Website:
http://www.parkridgechamber.org
Registration:
Register Now
Event Description:
Please join us for our Monthly Networking Luncheon at Harry Caray's Italian Steakhouse.
Speaker: Shawn Cook, Owner & Wealth Advisor, Advocate Wealth Management
Speaker: Shawn Cook, Owner & Wealth Advisor, Advocate Wealth Management
"More Money, More Time, More Joy: Crafting A Plan That Matters"
"We all want more money, more time, and the enjoyment that comes with doing as we wish with our time and money. What is the secret to getting these things in our life? Would it surprise you to hear that the secret is creating a plan? Join us for our luncheon as we discuss how to craft a plan that matters, learn the initial steps to get things up and running, and some advanced techniques that will help you reach your goals faster."
Shawn Cook, Advocate Wealth Management
Owner & Wealth Advisor
Shawn has dedicated his life to helping others. He began his career in higher education at Southeastern University in Lakeland, Florida. There he worked on staff in student development, fund raising, and as an adjunct business professor. Shawn was also the co-founder of the nonprofit business, Feed the Need, serving the underprivileged areas of Lakeland through donations and outreach events. He then transitioned into the wealth management field working with an independent group within Raymond James as a Wealth Advisor. There he honed his craft for building comprehensive financial plans and investment portfolios.
All of these experiences led him to start Advocate Wealth Management with the dedicated purpose to change the lives of his clients and partners by making the business about genuinely helping other people. His main responsibilities are creating comprehensive financial plans, building investment portfolios, and overseeing the growth and integrity of the business.
When Shawn isn't working on the business or in the business, he spends most of his time with his wife Martha and their two children Atlas and Haven. He also enjoys sports of all kinds, reading, traveling, and spending time with friends. Shawn currently serves on the Park Ridge Chamber of Commerce Board as the Past President and executive committee member. He also serves on the Family Counseling Service Board in Aurora, IL and assists with the finance committee.
