core wealth advisors initiative

We wholeheartedly embrace the adage, “to whom much is given, much is required.”

At CORE, we have a deeply-rooted respect for the work we are able to do with the people of our community. We are honored to serve as trusted advisors to our clients, and we have learned that true wealth goes well beyond financial resources. So, in 2019, we had a big idea. The idea was to focus our resources on giving back. We developed the CORE Initiative to reach as many people as possible with motivational, educational events designed to connect and inspire. Under the CORE Initiative, we invite thousands of Lakelanders to gather together to hear from local leaders, authors, speakers, and others who share inspirational messages that incite growth, passion, and perseverance.

In return, we just ask one thing of participants:

Leave Inspired


Understanding the iGeneration with Dr. Jean Twenge

In May 2022, CORE welcomed Dr. Jean Twenge, Author of iGen: Why Today’s Super-Connected Kids Are Growing Up Less Rebellious, More Tolerant, Less Happy—and Completely Unprepared for Adulthood—and What That Means for the Rest of Us.

Dr. Twenge is a psychologist researching generational differences, including work values and life goals. In her book, iGen, she explores the impact of technology on the values, habits and lifestyles of Americans born between 1995-2012. Dr. Twenge calls this generation the iGeneration (also known as GenZ).

In the New York Journal of Books, Marilyn Gates called Dr. Twenge’s message in iGen “an important barometer of youth mental health” and “a must-read for parents, teachers, employers, and anybody trying to make sense of iGen behavior and what this bodes for the future.


Solving Major League Problems with Paul DePodesta

In May 2021, CORE hosted a special presentation at the Polk Theatre by Paul DePodesta, Cleveland Browns Chief Strategy Officer, entrepreneur and subject of the hit film “Moneyball.”

DePodesta has made a career of evaluating, measuring and assigning value to talent. Michael Lewis wrote about DePodesta’s remarkable ability to transform the Oakland Athletics—a struggling team with one of the lowest payrolls in baseball in 1999—into a powerhouse in his book, “Moneyball: The Art of Winning an Unfair Game.”

The “Moneyball” methodology has become a mainstay strategy for business leaders looking for new approaches to overhauling stagnant systems.

His enlightening program helps draw connections between professional sport and basic business operations, providing valuable lessons from the world of elite sports and talent recruiting.


Chop Wood Carry Water with Joshua Medcalf

Our 2019 event featured an exclusive presentation from Joshua Medcalf, author of “Chop Wood Carry Water.” The theme of the evening, based on the book: Hard work doesn’t pay off overnight, but rather from small, consistent steps.

The book’s premise resonated so strongly with our team, we invited local leaders to attend by gifting them a copy of the book.

People read the book. Encouraged by its message, they invited their friends and team members. The word spread.

That night, we packed the historic Polk Theatre with 1,500 individuals, including small business owners, executives, student athletes and others. It was an enriching and inspiring evening focused on perseverance, growth and overcoming obstacles.

Double Quote
Happiness is not in the mere possession of money;
it lies in the joy of achievement, in the thrill of creative effort.
– Franklin D. Roosevelt

Interested In Attending a CORE Initiative Event?