Karen is Managing Partner of DeRose Financial Planning Group, a premier fee-based financial planning and wealth management firm that helps clients create the life they value and the legacy they envision. Her clients include business owners, executives, and retirees. Her firm's philosophy is "Life Happens...Plan for It!" reflecting a focus on clients' personal and financial wellbeing by building, preserving and protecting their wealth. With over 20 years of experience, a dedicated professional service team and a long history of achieving desired results, she has a high level of client satisfaction. In the November 2010 - 2015 issues of Chicago Magazine she was listed as a "Five Star Wealth Advisor." In 2013 she was first to receive the Women's Choice Award in Chicago as a women advisor.
Karen is a Certified Financial Planner Practitioner™, Chartered Retirement Planning Counselor, a Registered Representative, Collaborative Law Fellow with the Collaborative Law Institute of Illinois (financial divorce neutral) and a member of the Financial Planning Association (FPA). She holds her FINRA Series, 6,7,63 and 66 and is licensed to provide life & health in several states. She is Past Chairman to the prestigious Resource Group, comprised of the top 200 financial advisors at Lincoln Financial Advisors and is Chairman of the Women's Advisors WISE Group.
Karen co-founded the BNI Wildfire chapter & is also a member of the Executive Guild. She has appeared on NBC Chicago providing financial advice.
Karen DeRose is a registered representative of Lincoln Financial Advisors Corp.
Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor Member SIPC (8755 West Higgins Road, Suite 200. Chicago, Illinois 60631). Insurance offered through Lincoln affiliates and other fine companies. DeRose Financial Planning Group is not an affiliate of Lincoln Financial Advisors Corp. CRN 201207-2069666
2 topics · no fee, no honorarium, no mileage
Review available topics below. Use the “Request This Free Speech” button and fill out the contact form. Karen contacts you to discuss the details of the request.
This program will focus on the psychological and financial strategies and opportunities that help people transition to retirement.
Women are often conflicted about money. On one hand, they're more financially powerful than they ever have been, according to the Federal Reserve, controlling 51% of all wealth in the United States.1 On the other hand, 60% of them describe their investing and planning skills as "below average."2
"Your Prosperity Picture" seeks to help financial advisors build assets by bridging that divide with an entertaining, interactive, and inspirational approach rarely seen in the industry. Attendees are introduced to the key steps to creating prosperity, participate in five interactive discussions, and work with a unique hands-on visualization tool to help them connect their money with their lives. They leave armed with tools to potentially see personal financial management as a powerful means to a desirable end, see themselves as worthy, capable managers, and see their financial advisor as a valuable partner in helping them get there.
1. Financial Advisor magazine, "Financial Advisors Need to Focus More on Female Clients," by Mike Byrnes, December 2012. Used with permission.
2. Real Simple magazine "Women and Money," by Geraldine Sealey, September, 2012.
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