GUEST SPEAKER: Lisa Avenevoli, CFP®
TOPIC: The Power of Purpose: Unlocking Financial and Personal Wellness
WHERE: ll Bel Lago – 11631 Olive Blvd. St. Louis, MO 63141
WHEN: Thursday, April 17, 2025 – 11:30AM-1:00PM CST
Growing up, Lisa’s parents made countless sacrifices to ensure she and her siblings experienced a life rich in love, faith, and adventure. Family vacations, birthday celebrations, extracurricular activities, and our unwavering Saturday evening tradition of attending mass (no matter how hard they tried to dodge it!) were the cornerstones of her childhood.
Despite the hardships they faced, Lisa’s parents mastered the delicate balance of hard work, living within their means, and enjoying life. Yet, Lisa was acutely aware of the toll that years of night shifts and relentless labor took on them.
Life as Lisa and her family knew it changed forever a few months after her mom’s 60th birthday. With no prior health issues and plans to retire alongside her dad, Lisa’s mom’s unexpected diagnosis of leukemia was life-shattering. Over a grueling 2.5-year battle, medical bills mounted, forcing Lisa’s dad to postpone his retirement. Lisa’s dad finally stepped away from work just three months before her mom passed.
These experiences profoundly shaped Lisa’s path. Leaning on her faith, she realized that her upbringing and the lessons learned during those difficult times led her to establish ARK and use her years of experience as a financial planner in a more meaningful, impactful way. Lisa’s parents instilled an undeniable work ethic, the value of money management and taught her to cherish what truly matters in life. The stark reminder that life is fleeting drives Lisa’s commitment to helping others embrace each moment.
As a financial advisor and founder of ARK, Lisa’s mission is clear: to help clients understand their financial landscapes so they can focus on what truly matters—nurturing their families, pursuing meaningful careers, and living fully in the present. Lisa’s goal is to empower clients to navigate their financial journeys with confidence, knowing they can achieve more than they ever thought possible.
Life will always be complicated, but with the right guidance and planning, we can find happiness in the here and now. After all, it’s about creating a purpose-driven life—balancing the importance of saving for the future with the joy of living for today.
This interactive session will focus on understanding the connection between defining your purpose and values to attain financial (and overall) wellness. We’ll do exercises to help you understand your money mindset and how this affects your financial decisions and, in turn, your ability to reach goals (and why your mindset is likely VERY different than your spouse!).
We’ll discuss how to get out of your own way, and the importance of “knowing what you don’t know” to make your money work best for you.
Finally, you’ll walk away with some actionable steps you can implement today to begin maximizing your money and turning your hard-earned dollars into a meaningful experience without feeling guilty, and without going into debt!
The shame and guilt around money is real – even for those who seem to “have plenty of it”. The worry of making all the right decisions, not missing out on any opportunities and having the capacity to actually implement all “the things” correctly can be extremely overwhelming.
Join us in taking a step toward less money-related stress and more confidence in your ability to enjoy life today and create a solid financial future!
Presentation takeaways:
Understanding how your inherent money mindset plays into your financial decisions.
Recognizing the link between embracing your life purpose and values to reach your financial goals.
Actionable steps you can take TODAY to organize your financial house around what is most important to YOU!
