Building Your Financial Future Speakers
Elizabeth A. Grady, CFP®, ChFC®
Financial Advisor, Equitable Advisors, LLC
Elizabeth came to Equitable Financial immediately following college graduation. She
was chosen from a pool of over a dozen candidates for her educational achievement,
service to others, ethics, professionalism, and drive. Elizabeth attained a passion
for investments and planning as a result of the example set by her grandfather. Elizabeth
is particularly interested in having members of her generation embrace a financial
plan, which will give them confidence for the various challenges that they will encounter
both personally and professionally. She firmly believes that if one has a well-thought-out
strategy, a person will be able to more strongly navigate the peaks and valleys of
life with the added benefit of being able to help others. Elizabeth’s confidence in
the importance of sound planning was instilled from an early age by her grandfather
whose life example bore fruit in his long retirement through age 99.
Elizabeth was inspired to study finance in college and graduated from DePauw University
with a B.A. in Economics. She has attained her FINRA Series 7 & 66 licenses and Life,
Accident and Health Insurance license. She is a CERTIFIED FINANACIAL PLANNER™ and
Chartered Financial Consultant®. She is currently pursuing her CLU designation. While
at DePauw, Elizabeth was a member of Pi Beta Phi sorority where she served as Vice
President of Finance.
Elizabeth has spoken in front of many audiences including InvestmentNews, Financial
Service Professionals (FSP), Equitable Advisors, DePauw University, and corporate
engagements, including West Monroe Partners.
Elizabeth was born and grew up in the city of Chicago where she attended Sacred Heart
on Sheridan Road and St. Ignatius College Prep where teachers stress service to others.
This remains a core part of who Elizabeth is today. She serves on DePauw’s Alumni
Association Board of Directors and the Sacred Heart Sheridan Road Alumni Board, where
she served as President. Elizabeth previously served on the Board of Directors of
the Art Institute of Chicago’s Evening Associates.
Away from the office, you can find Elizabeth exploring new Chicago restaurants, sipping
cappuccinos at the Art Institute of Chicago, listening to country music while line
dancing, and visiting the best art museums around the world.
Kate B. Leipprandt, CFP®, ChFC, CLU, AEP (Distinguished)
Owner and Managing Director, Equitable Financial Advisors, LLC
Kate is the Owner and Managing Director of Equitable Financial Advisors, LLC., a proud
women-owned financial planning firm located in NW Chicagoland. Kate built her firm
with the goal building an ethical, competent practice helping clients build their
strongest financial lives possible. Kate’s firm offers unique and comprehensive high-tech
financial planning processes to guide clients towards reaching their loftiest goals.
- Education:
- BA Economics: DePauw University 1984. Minors: French, Semester Abroad at the University
of Strasbourg, France-School of Economics.
- CFP®-CERTIFIED FINANCIAL PLANNER™ professional since November 1988, ChFC- Chartered
Financial Consultant -since 1996, CLU- Chartered Life Underwriter -since 2001
- Securities/Investment licenses (FINRA): Series 6-Investment Company Products/Variable
Contracts, 63- Uniform Securities Agent State Law, 22-Direct Participation Programs
Representative, 65-Uniform Investment Advisor Law, 7-General Securities Representative,
SIE-Securities Industry Essentials
- Author / Speaker:
- National Graduate Trust School (NGTS) Textbooks Author: The Financial Planning Workbook,
2013- 2016, Wealth Advisory & Personal Trust Required for trust professionals to obtain
their Certified Trust and Financial Advisors (CTFA) designation.
- Faculty & Course Instructor/Author –NGTS, American Bankers Association (ABA)- insurance
and investments courses 1997-2016
- Contributing Author- About Your Future…Financial Planning Will Make the Loren Dunton,
author. Published by the National Center for Financial Education.
- Speaker-Investment News- “Developing the Next Generation of Female Advisors” 2017
(YouTube), FSP- Greater Chicago: ‘What Women Want’, ‘Practice Management & Wealth
Planning Tools’, Commonwealth Edison, 911-Chicago, Underwriters Labs (retirement series),
Northern Trust Bank,
Women’s Workshops across Chicagoland
- Spokesperson for major financial services firm on national TV
- Quoted/ Content: Business Week, US News, Investment News, Chicago Tribune
- Honors:
- 2021- Diversity and Inclusion Industry “Darwin Davis” Award- Extraordinary dedication
to Diversity, Equity & Inclusion.
- 2019-AEP(Distinguished)-Designation awarded by the National Association of Estate
Planners for lifetime contributions to the practice of estate planning.
- Darnall Fellowship Grant 2019, DePauw University, Robert C McDermond Center Speaker
2017 & 2019 Awarded to distinguished business leaders making significant contributions
in both professional and personal lives
- Associations / Organizations & Giving Back
- The CFP Board Women’s Initiative (WIN)-mentoring women into financial planning careers
o FPA Pro-bono financial advisor / member
- Chamber of Commerce Member-Arlington Heights, IL
o Investment Committee Chairperson- Arlington Heights, IL church
- Sarcoma Foundation of America- Fundraiser and Fundraiser- Leiomyosarcoma Direct Research
Foundation
- Society of Financial Service Professionals (FSP)- Prior acting Board Member
- Parent Teacher Association Past-President / Life Member & prior Youth Soccer Coach
- Mission work in US/Appalachia and South Africa