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JULY 2009

www.wlnnews.com

Empowering From Our President - Lisa Davidson

It’s Time To Step Up Our


Women Game
To empower women to Wow! I can’t believe how the time has always striving
succeed in business personally flown this year! Thank you, Pat for all to improve.
and professionally through your hard work the last few years!
networking and education See you on
while building key relationships I am very excited to be your new July 8th at
and having fun! President and I am looking forward Giordanos!
to another great year working with all Let’s make it a great day!
Member Spotlight you wonderful women. I have been
Inside This Issue

Siree Sandberg Bakakos, with WLN now for four years and have
SSB Financial Services, Inc. truly enjoyed the relationships that I “When one door of
Page 2 have built over the years personally
happiness closes- another
Dates to Remember and professionally. The things that I
Page 3 have learned from the women around opens; but often we look
Business Spotlight me is priceless and I truly appreciate so long at the closed
Page 3 every new opportunity to help someone door that we do not see
Welcome New Members extend their market as well. the one which has been
Page 3 Now is the time to step up our game
opened before us.”
Meet the Board and get involved as much as we can
Page 3 to improve all of our memberships. Helen Keller
Take advantage of the opportunities
to establish a new relationship with
someone you meet by inviting them Check Us Out on
to a WLN meeting! The more we put
into the group as a whole determines MeetUp.com!
what we will get out of it in the long
run. Remember, networking is building
WLN has joined MeetUp!
relationships and the more we interact, If you are unfamiliar
Monthly Meetings the more we trust each other and with this site, go to
2nd Wednesday of each month rely on one another for business. If Meetup.com and enter
you would like to be more involved networking in the search.
Giordano’s Pizza
in WLN, please let one of the board
Randall Road, Algonquin, IL
members or ambassadors know. Please Please add yourself as a
5:30 PM to 7:30 PM feel free to contact me with any of member of the
$25.00 (includes dinner)
your comments or concerns as well. WLN group!
We welcome any feedback as we are
Spotlight
“Success means

Member having the courage,


the determination,
and the will to
become the person
you believe you
were meant to be.”
George Sheehan

Siree Sandberg Bakakos


individuals assisting them in numerous financial
issues from financial strategizing, wealth
management, group benefits, health, disability,
President, SSB Financial Services, Inc. and life insurance, group and individual 401(k)’s,
mortgages, banking, business succession, and
My mission is to be in the forefront of the I understand the emotional and financial issues estate planning.
financial services industry by consistently involved in running a successful business, taking What keeps me ahead of the competition is the
providing financial strategies for today and good care of your employees, as well as your own hands on and personal approach I take with
tomorrow. I offer educational services and family needs. each of my clients and their employees. While
non-proprietary consumer oriented products that I am committed to helping my clients pursue an working with companies on their retirement
strive to fit my client’s objectives. I conduct my improved standard of living during their working plans, all employees are offered my personal
business with integrity, diligence, full candor, and careers and when they retire. I help clients assistance in their portfolio management,
imagination. My focus is on wealth management, address their financial needs through educating, based on their risk tolerance and future plans.
financial strategies, individual and group benefit identifying their long-term financial goals, and In many cases, several of those employees
plans, retirement planning, business succession, assisting them in making well-informed financial become permanent clients, even after they leave
estate planning, college funding, investments*, decisions. employment. Several clients of mine have
insurance planning, banking, and mortgage referred to me as their financial psychologist and/
The financial management process begins with
services. or the sister who always listens to them when
an in-depth evaluation of your current financial
SSB Financial Services, Inc. is an independent situation. Once I have identified your overall they need it.
financial services firm, offering diversified and objectives, I will then focus on your specific Several perfect power partners come to mind
comprehensive quality products and services for investment, retirement, tax planning, and estate in my industry, CPA’s, Attorneys, Realtors,
the individuals, small to medium size businesses, conservation goals and develop a course of Mortgage Lenders, Business Owners, School
and large corporations. Each service is tailored action. Teachers, Human Resource Management,
and individualized to meet each client’s specific Directors of Chamber of Commerce and
In the face of changing economic conditions and
needs, goals, and means. SSB Financial Networking Organizations. I am in the business
market swings, I advocate investing sensibly and
Services, Inc. was established in 1995. Prior to of strategizing.
conservatively over the long run and maintaining
establishing the business, I worked for Prudential
an adequate level of insurance coverage. I Businesses and individuals that look for my
Insurance and Investments, North Shore Agency,
will work side by side with you so that you are services are people that do not have the time or
and Lincoln Financial Advisors.
confident and comfortable with the financial the manpower to investigate every resource in
What inspired me to get into the financial services recommendations I make. Whether the aim is the industry to make informed decisions. As a
industry was the drive to personally be financially to create a college education for your children, non-propriety broker, I work for the client, not a
independent, run my own business, and work plan for your own retirement, or protect your specific insurance or investment company. This
with clients that share similar beliefs of being estate from probate and undue taxation, I utilize a enables me to be able to investigate the various
financially independent and secure. With the group of professionals that have the answers and products that are available in the marketplace,
variety of skills I acquired from an extensive solutions that can help you make the most of your which allows me to offer comprehensive and cost
manufacturing business background in finance, finances. effective benefit programs for employers and
human resource, marketing, and sales, combined employees.
My process is not a get rich quick strategy based
with my passion for assisting others in striving
on “hot tips”. Instead I employ a disciplined The way I deal with stress is by walking. I try
to fulfill their financial dreams; I believe I have
process that sophisticated investors have followed to get outside in the fresh air, and walk a couple
found my niche.
successfully for decades. of miles with my four toy poodles, weather
I love to see plans come together through permitting. I find the fresh air and exercise
I became involved with WLN a few years ago
thoughtful planning and diligence. There is is great for stress relief. I also hold a Second
through Kathy Hardkte, who initially started
nothing more rewarding than to see the smile on Degree Black Belt in Tai Kwon Do. I try to work
this group. Kathy and I met at one of the annual
someone’s face when they are able to buy their out and assist teaching a couple times a week,
NAWBO Luncheons. She began to discuss the
first home, or to be able to send their children off with my daughter, who currently holds her First
formation of the WLN group, and mentioned
to college without financially panicking about Degree Black Belt. Tai Kwon Do has also been
that this group was affiliated with ABWA. Kathy
where the finances are going to come from. great for adding balance.
invited me to attend. Years prior to that, I was
Seeing the pride on someone’s face when they
involved with the Northwest Chapter of ABWA
have set aside enough finances to start their own For more information and questions:
as the Vice President. Over time, that chapter
business, or retire with a comfortable nest egg. Siree Sandberg Bakakos
retired. I have always felt that the ABWA
Knowing that your client’s family has been taken SSB Financial Services, Inc.
organization has a great deal to offer its members, P. O. Box 95693, Hoffman Estates, IL 60195-0693
care of due to an untimely illness, disability, or (847) 519-1142 Office / (847) 519-1425 Fax
so naturally, I rejoined. Since that point, WLN
death. Clients want to know you are there for www.ssbfinancial.com, siree@ssbfinancial.com
has branched off to where it is today.
them through good times and bad. My strongest *Registered Representative of and Securities Offered Through
suit is in strategizing and counseling, especially My best clients are business owners, independent Securities Service Network, Inc., Member FINRA/SIPC, Office
through the rough times. As a business owner, contractors, retirees, and those who are nearing of Supervisory Jurisdiction, 10207 Technology Drive, Suite One,
retirement. I work with a wide variety of Knoxville, TN 37932 (800) 264-5499
Board Members Dates To Remember
President Lisa Davidson July 17th: Intro to Pilates, 6:00 PM
Northwestern Mutual
Day Phone (847) 969-2523 Body & Mind Pilates, 1500 Carlemont, Crystal Lake.
Email lisa.davidson@nmfn.com Cost of $5.00. Both members and guests are welcome.

August Meeting: August 12th


Past President Pat Kolodziej Giordano’s, 5:30 - 7:30 PM, $25.00
PK Tax Services Speaker: Deb Jay, “New Beginnings: The Art of Simple Living!”
Day Phone (847) 858-5074
Email patk@pktaxservices.com Please note the location change!

September Meeting: September 9th


Hennessy’s OnQ, 5:30 - 7:30 PM, $35.00
VP Events
Progressive Dinner
Day Phone
Email October Meeting: September 9th
Hennessy’s OnQ, 5:30 - 7:30 PM, $35.00
VP Marketing Jackie Prehn Speaker: Bonnie L. Richter
T.R.I.M. Designs, Inc.
Xoçi Healthy Chocolate

Introducing the NEW Board!


Day Phone (847) 289-8007
Email jackie@trimdesignsinc.com

Women’s Leadership netWork


VP Admin. Siree Sandberg Bakokos
SSB Financial Board oF direCtors sLate 2009-2010
Day Phone (847) 519-1142 The following positions are slated by the Nominating Committee of WLN.
Email siree@ssbfinancial.com These ladies will begin their service after being installed at our July meeting.
President - Lisa Davidson
VP Finance Anne Ward VP Membership - Gwynne Knutson
Creative Core
Day Phone (847) 854-1111 VP Finance - Siree Sandberg Bakakos
Email anne@creativecore.com VP of Programs - Judy Nepil-Shaw
VP of Administration - Mary Dickson
VP Membership Robin Braga VP of Events - Robin Braga
Independent Rep. for a VP of Marketing - Jackie Prehn
national jewelry company
specializing in sterling silver VP of Website - Anne Ward
jewelry Past President - Pat Kolodziej
Day Phone (312) 259-8032
Email rbraga1@hotmail.com

VP Programs Judy Nepil-Shaw


Mary Kay
Welcome New Members!
Day Phone (815) 923-4891
Northern Kane Chamber of Commerce
Email judynepil-shaw@foxvalley.net Melissa Hernandez, Director

Newsletter designed by
Jackie Prehn, T.R.I.M. Designs, Inc.
Women’s Leadership Network
847.289.8007 • info@trimdesignsinc.com
www.trimdesignsinc.com
www.WLNNews.com