
May June Client Newsletter
"25 Years Strong, Thank You for Being Part of Our Journey” SAVE THE DATE - September 11th 2025 We’re celebrating a major milestone – 25 years of guiding our clients to financial success and security! Join us for an exclusive event featuring Dr. Marc Milstein, a renowned expert in brain health, aging, and wellness. Date: Thursday, September 11th 2025 Location: Governors Inn, Wakefield St. Rochester NH 6:00pm