Impact Wealth Management

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!

09/19/2025

I am incredibly proud of Jennifer Littlefield and the team at Impact Wealth Management for being recognized by AdvisorHub Advisors to Watch Top 250 Under $1 Billion! This achievement is a direct testament to the dedication, expertise, and hard work of this outstanding group. Well done! The 2025 “T...

09/18/2025

📣 Just One Week Away! 🌟 Longevity Tips for a More Durable You 🌟

📅 Thursday, September 25, 2025
⏰ 12:00 PM PT

Discover 5 key factors that influence your health and longevity — and how small changes can make a big impact.

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

💡 Surprising Fact: Optimism has been linked to living up to 15% longer. Your mindset matters more than you think!

✨ Join us to gain actionable insights and practical tips for a healthier, more resilient you.

📌 Don’t miss out — your future self will thank you!

09/18/2025

🌟 Exciting Times at the Excel Carson Coaching Conference! 🌟

✨ Last week, our team had the incredible opportunity to attend the Excel Carson Coaching Conference — and what an unforgettable experience it was!

📚 From insightful sessions and networking with industry leaders to exploring the latest trends in our field, the event was packed with inspiration.💡

🏅 A major highlight? Hearing from Olympic legend Michael Phelps, who shared powerful lessons on resilience, mental health, and peak performance.

👏 Huge thanks to the organizers and everyone we connected with for making this event truly special!

✅ What’s next? Stay tuned as we put our fresh ideas and strategies in place to better serve our clients and elevate our services. 🚀

09/12/2025

🌟 Longevity Tips for a More Durable You 🌟
📅 Mark Your Calendars: Thursday, September 25, 2025 ⏰ Time: 12:00 PM PT

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

✨ Take charge of your health and longevity! Don't miss this opportunity to gain actionable insights and practical tips for a healthier, more resilient you.

07/15/2025

Upcoming Webinar! 🌟

📅 Date: July 24, 2025 🕛 Time: Noon 📍 Platform: Zoom

🔍 Webinar Title: Q3 Market Update

✍️Register Here:

Gain crucial insights into the US Policy Outlook with topics including:

Inflation
Interest Rates
Market Volatility

Don't miss this opportunity to stay informed and ahead in the market. Reserve your spot today!

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...

05/19/2025

Last week I attended our National Leaders Forum (NLF) where Equitable Advisors recognizes and celebrates their top financial professionals. We had a blast and it was an honor to be asked to speak on one of the panel interviews. So grateful for our IMPACT team and my partners.