Join us for a special day for us to say "Thank you!" for being our client and to celebrate moms. Whether you are a mom and want to spend it with your daughter, or you are a daughter that wants to honor your mom, we would love to treat you to a couple hours of enjoyment while you learn about strategies we use, market updates, and retirement planning.

We will be in beautiful Verrado hosted at Ciao Grazie with Paint the Party painting flowers. We love being a resource to you, and we would love being a resource to those that you love. Thank you for being our client, and we wish you the happiest of Mother's Day! Montse Terepocki - Financial Advisor, Jennifer Koenig - Wealth Manager, and Julie Cavanaugh - Director of Capital Markets would will be right alongside you answering any questions you have. 

*This event has been funded in whole by Kensington Asset Management.