We are delighted to extend an exclusive invitation to you and a guest for a special client event. Join us for an evening of food, fun and female empowerment at our office in Rochester. 

Our evening will begin at 5:30PM with an opportunity to unwind and mingle. We’ll have an assortment of hors d'oeuvres and beverages for your enjoyment. 

At 6:30PM, we will transition to a brief presentation discussing a variety of financial topics outlined below.  This presentation will provide valuable insights and strategies to help you take charge of your financial future with confidence and clarity.

• Market Update - Managing Emotions during Volatile Times
• A Brief History of Women and Finance
• The Importance of Proper Distribution Planning
• Protecting Your Future Self in the Long Term
• Gifting Funds to the Next Generation
• The Importance of Estate Planning
• Share Your Love

Feel free to bring a guest, and kindly RSVP by Wednesday, July 30th to ensure we can accommodate you and your guest comfortably.

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