In the News

Lisa and David Attend Securities America National Conference, June 25-28th, 2017

Lisa and David attended multiple professional development sessions throughout this four-day event, gaining valuable knowledge on the latest industry trends while having opportunities to network with home office experts, other financial advisors and CFP® Professionals from around the country. Attendance at the Securities America National Conference helps us implement practice management, wealth management, advisory and technology advancements to best serve you, our clients here at home.

 

 

 

 

 

 

 

 

As a Charter Member, Lisa Attend’s her 5th Annual Ladenburg Institute of Women & Finance (LTWIF) Symposium in Salt Lake City, October 19-21, 2016

The two-day, invitation-only event, united top women advisors from Ladenburg’s independent brokerage and advisory firms from around the country, with one goal in mind: to develop and accelerate the success of female financial advisors. The symposium, designed for women at all career stages, covered everything from practice-building strategies to emerging issues within the financial advice industry.

 

 

 

 

 

Lisa and David Attend the 2016 FPA Annual Conference, September 14-16th, 2016

The Financial Planning Association (FPA) Annual Conference is the largest global gathering of CFP® professionals. This year’s event took place September 14-16th in Baltimore and provided 2,000+ attendees from 20 countries with the latest information, trends and predictions on prominent Financial Industry topics.

Lisa and David Attend the Securities America National Conference, June 9-13th, 2016

Connect ‘16 in Orlando, Florida was the most attended National Conference in Securities America’s 32 year history, with record attendance of more than 1,200 total attendees.

The annual Connect conference offers more than 90 education sessions, opportunities to network with other financial advisors and CFP® Professionals from around the country and one-on-one consultations with Securities America home office experts, who help us implement practice management, wealth management, advisory and technology advancements.

Dickholtz Wealth Management, Inc. Goes Back to School- March 1, 2016

This past month Dickholtz Wealth Management, Inc. took part in Glenbrook South High School’s 2016 Investment Strategies Classes, a new elective in the Glenbrook High School District in Northbrook, Illinois.  Lisa Dickholtz, CFP® and David Zirko led two sessions where high school students had the opportunity to come and participate in a presentation about the Financial Advisor, CFP profession and the activities that Lisa and her staff do on a day-to-day basis.  Lisa spent time sharing about her experience in the industry, how her business has grown and also about the future of the profession and how it is one of the fastest growing professions in the country today. 

 

 

 

 

 

 

 

 

Lisa and David Attend the 2015  Financial Planning Association (FPA) Annual Conference in Boston, MA-September 26-28, 2015

The FPA Annual Conference is the largest global gathering of CFP® professionals. This year’s event took place September 26-28 in Boston and provided 2,000+ attendees from 19 countries with the latest information, trends and predictions on prominent industry topics.

Six general sessions and 62 breakout sessions allowed Lisa and David, to dive deep into topics and issues impacting the financial planning industry today.  New Roundtable and FPA Exchange sessions were introduced this year to give us the ability to network and interact with thought leaders, experts and students from around the world.

 

 

 

 

 

 

 

 

Lisa Dickholtz, CFP™ Attends Third Annual Ladenburg Institute of Women & Finance Symposium - November 1, 2014

Northbrook, IL -  Lisa Dickholtz CFP™ of Northbrook, Illinois, was an honored invitee at the third annual Ladenburg Institute of Women & Finance Symposium held on Oct. 20 and 21, at the Intercontinental Buckhead in Atlanta, Ga.

The annual event brought together 65 top women representatives from across Ladenburg’s independent brokerage and advisory firms with the objective of developing and accelerating the success of female advisors. Hosted by Ladenburg Thalmann Financial Services, Inc. (NYSE MKT: LTS, LTS PrA) (“Ladenburg”), a publicly-traded diversified financial services company in conjunction with its independent broker-dealer subsidiaries Investacorp, Inc., Triad Advisors, Inc. and Securities America, Inc.

“It was an honor to be invited to attend the Ladenburg Institute for Women & Finance Symposium this year. The new insights I gained at the event will help me to better serve my clients here in the Chicagoland area, and I look forward to further connecting with the community,” said Dickholtz.

“It was a tremendous privilege to welcome advisors from across the country, from 28 different states. We are incredibly proud of Ladenburg’s female advisors, and to see such an accomplished, talented group of women come together and share their experiences and wisdom with each other was inspiring,” said Jaime Desmond, COO of Ladenburg Thalmann. “Each year, the Ladenburg Institute for Women & Finance grows in its impact on our team, and it is entirely due to the unique and outstanding contributions of our advisors.”

Over the course of two days, a dynamic set of speakers discussed issues facing female advisors, including navigating the ever-changing relationships that are at the core of financial advising, from counseling modern couples, to preparing clients for family members’ health crises. Speakers also addressed key challenges in today’s business environment, such as developing individual brands, conquering the confidence gap faced by professional women, and incorporating the latest social media into marketing efforts.

Local Professional Selected to Purdue’s President Council - September 11, 2014

NORTHBROOK, IL — It is with great pleasure that the Purdue University President’s Council announces the addition of Lisa Dickholtz, CFP® to the President’s Council Advisory Board.  

Dickholtz, earned her Bachelor of Science degree in Management from Purdue University in 1981 and is President of Dickholtz Wealth Management, Inc., in Northbrook, Illinois and a Wealth Advisor with Securities America Advisors.  Dickholtz has over 27 years experience as a Financial Consultant and is licensed in securities, insurance and holds the Certified Financial Planner designation.  Dickholtz specializes in working with families, family stewards, single women and widows. In addition, she has in-depth knowledge of retirement planning and income distribution strategies, as well as inter-generational financial planning issues.

The Purdue President’s Council and its’ advisory board is comprised of alumni and friends of Purdue who understand that the university can fulfill its educational mission only with their loyal support and financial involvement.  There are currently more than 16,000 members of the universities’ most esteemed philanthropic society whose goal is to recruit, retain and recognize leadership donors, advocates and volunteers to Purdue University in West Lafayette, Indiana.

Securities offered through Securities America, Inc., Member FINRA/SIPC and advisory services offered through Securities America Advisors, Inc.  Dickholtz Wealth Management, Inc. and Securities America are unaffiliated.

Lisa Dickholtz Attends 2014 Connect! National Conference - June 27, 2014

NORTHBROOK, IL - Lisa Dickholtz of Dickholtz Wealth Management in Northbrook, attended Securities America’s Connect! National Conference in San Francisco, Calif., on June 20-23.  Dickholtz attended multiple professional development sessions throughout this four-day event, gaining valuable knowledge on the latest industry trends while having multiple opportunities to network. The Connect! National Conference is an annual event Securities America, Inc. offers exclusively to its representatives, office staff, and advisors.

Dickholtz is a Registered Representative of Securities America, Inc. and has been with the broker/dealer for more than 10 years.  Dickholtz Wealth Management provides comprehensive financial services in the areas of retirement planning and investment management. 

Since joining Securities America, Dickholtz and her staff at Dickholtz Wealth Management attend Securities America conferences in an ongoing effort to best serve their clients. 

“I’ve been committed to taking part in training opportunities and professional development conferences throughout my career because they not only educate me about trends in the industry, but they provide me with tangible solutions to running a better business and meeting my clients’ needs,” Dickholtz said.

Dickholtz began her financial services career at Merrill Lynch.  She is licensed in both securities and insurance, and holds the CERTIFIED FINANCIAL PLANNER™ designation.  Dickholtz has been an active member in the Northbrook community; she has served on the board of an international nonprofit foundation, is involved with local community organizations and is an active volunteer at the local public schools, primarily in the area of fund raising.

Local Professional Gives Back to the Community - October 23, 2010

NORTHBROOK, IL  — Lisa Dickholtz, CFP®, President of Dickholtz Wealth Management, Inc. in Northbrook, Illinois will be one of more than thirty financial planners volunteering at “Financial Planning Day”, October 23rd, 2010 at the Harold Washington Library in Chicago, IL. This ground-breaking program is designed to unite the collective resources of the financial planning community and city government to assist Chicago-land residents in need of financial guidance from local financial professionals.

The Financial Planning Association (FPA), the Foundation for Financial Planning, Certified Financial Planner Board of Standards (CFP Board) and the U.S. Conference of Mayors announced this initiative to provide free financial education and programming to underserved population throughout the U.S. This first-of-its kind effort is slated to involve thousands of financial planners and consumers nationwide with the support of numerous cities, including Chicago, in a series of “Financial Planning Days” scheduled for October 2010.
 
BusinessWeek – October 7, 2008
 
Is there ANYTHING folks can do to make their college savings go farther amid a market crash? Lisa Dickholtz spoke with industry journalist, Lauren Young, about what parents or grandparents who have funded a 529 plan should consider. Read "College Costs: Coping with the Meltdown" to learn more 
 
“You should carefully consider the Plan’s investment objectives, risks, fees, and expenses contained in the Issuer’s Official Statement before investing. The Issuer’s Official Statement, which contains additional information about the Plan and municipal fund securities, can be obtained by contacting your financial advisor or visiting the respective Plan’s Web site.  The official statement should be read carefully before investing.  You should be aware that other states may sponsor their own qualified tuition plans and may offer a state tax deduction or other benefits that are limited to residents who invest in that plan. You should consult with a tax advisor about state and local taxes.” “As with other investments, there are generally fees and expenses associated with participation in a 529 savings plan.  Qualified withdrawals are tax-free.  Non-qualified withdrawals are subject to ordinary income tax and the earnings may incur a 10% penalty.  The tax implications of 529 plans can vary significantly from state to state. Most states offer their own 529 programs, which may provide advantages and benefits exclusively for their residents and taxpayers.”
 
Open Enrollment Season for Employee Benefits – October 2008

The US Department of Labor’s Bureau of Labor Statistics estimates nearly 30 percent of each employee’s salary comes in the form of benefits. However, if you are like most people, you flip through the glossy brochure of options and push it aside promising to take a closer look next year. “By not investing the time to make informed choices, you may be leaving money on the table and putting your future at risk,” says Lisa Dickholtz. Read Dickholtz’s list of Questions Every Employee Should Be Asking about benefit options

Financial Resilience Requires a Professional – November 2008

Consumer confidence is down and questions about government response lingers. What does that mean for our retirement or the kids’ college savings? Increasingly, consumers are turning to the independent advice of investment advisory firms that are associated with independent broker dealers. Click here to learn more about the distinction between independence and wirehouse as it relates to financial planning.

New Years Finance Tips from Top Advisors – December 2008

If you are flustered by economic conditions that are not likely to disappear too soon, then it’s time to focus on what you can control. To ring in the New Year, a group of experienced financial advisors offer a range of philosophical and tactical advice to help ensure your joys outweigh your anxieties in the year ahead.

Three Steps to Take Today to Survive in the Recession – January 2009

No matter what kind of economic stimulus package comes out of Washington, it’s going to take time to feel the real impact of such action. So how will consumers survive through the coming quarters, until the economy stabilizes? Long-time financial professional, Lisa Dickholtz’s tips for managing personal finances during a recession focus on three themes.

You Deserve a Team of Financial Champions – February 2009

Not only can multiple advisors help provide a reassuring checks and balances system, but their broad range of expertise may help translate into more strategic financial decisions. Lisa Dickholtz looks at the ways teamwork can be particularly beneficial in managing finances in Build a Team of Financial Champions.

Growing up Is Never Easy – but Something We Must Do – March 2009

Faced with plummeting investment accounts, declining home values, and the real prospect of job loss, Americans are suddenly doing what they’ve needed to do all along – spend less and save more. This recession is causing real pain, but according to Lisa Dickholtz perhaps it will lead to more mature financial practices. Click here to read the full story. Growing Up Is Never Easy.

Managing Your Finances during the Great Recession – April 2009

It’s likely that we could be in a secular bear market. So what exactly does that mean, and more importantly, how does that impact investment strategy? While there is no general prescription that will solve the woes of all investors, Lisa Dickholtz suggests any tactical moves should be a function of the safety of your income stream, how much you have already saved, and framed by your life stage and goals. Click here to read Managing Your Finances during the Great Recession.

Lifestyle and Economic Changes May be Permanent – May 2009

The severity of the financial crisis may be laying the foundation for deep, long- term change. Lisa Dickholtz suggests three tips to help adjust to an economic shift by choosing risk management over risky business.

Controlling Risk Mandates Health Insurance Reviews – June 2009

“While an annual health insurance review is always helpful, today’s risk adverse environment makes the evaluation imperative,” says Lisa Dickholtz. Read how overlooking long-term health care could potentially jeopardize your retirement.  

Steady As You Go: Dollar Cost Averaging Can Help Reduce Risk – July 2009

Fearful of further decline, some investors are questioning whether it’s wise to continue putting money in the market. Lisa Dickholtz explains how dollar cost averaging remains a valid long-term investing strategy even during a recession. “Sure, it’s possible that the market will retreat further in the coming months, but in the eyes of a disciplined Dollar Cost Averager, the decline presents a buying opportunity,” says Dickholtz.