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We held our first annual Pickleball Client Appreciation Tournament at the new LTP Pickleball last month and it was a smashing success! From first-timers learning the ropes with on-site coaches, to seasoned pros showing off their skills (and even teaching us a few moves!), the courts were buzzing with energy all night long. Simultaneously, as a bonus, we supported a new local business that was started by 3 empty nester moms. We wrapped things up with refreshments by the Kitchen and crowned two of our awesome clients as our first RBC Pickleball Champs - congrats again! Swag included shirts that said "If you can't take the heat, stay out of the Kitchen!" Huge thanks to everyone who came out. Whether you came for the competition or just to connect, it was a joy celebrating with you. Until next time! #ClientAppreciation #PickleballParty #GameSetMatch
We take the responsibility of managing clients' wealth seriously. But we don't take ourselves too seriously. During our team spa day we put robes on, cucumber slices in place, and shared a lot of laughs. It's a reminder that while we manage your assets with unwavering focus and care, we also cherish the bonds we build with each other. Treating our team like family fuels our passion to serve you better because strong relationships are the foundation of trust and success. Cheers to balancing dedication with enjoyment and always putting people first! #WorkHardRelaxHard #Teamwork #CucumberSlices
Considering divorce later in life? You're not alone. "Gray Divorce" is on the rise. Over the last thirty years, the divorce rate among couples 50+ has doubled and among couples 65+ has tripled.* On May 28th from 6-7:30PM, my colleagues and I at Vesta are hosting a CONFIDENTIAL webinar designed for divorcing couples nearing retirement. Alongside vetted professionals in legal, mortgages, real estate, parenting, and coaching, we will help you prepare for the nuances and variables that accompany a divorce later in life. We'll cover: - Wealth planning (Social Security, Medicare, retirement) - Selling the family home & downsizing strategies - Coping with empty nest transitions - How to talk to adult children about divorce Advanced registration is required. Message me to reserve your spot and for the opportunity to submit questions to be answered during our live Q&A. #graydivorce #divorce #newbeginnings *https://www.purdue.edu/hhs/news/2025/03/purdue-expert-overall-divorce-rates-lowest-in-decades-but-gray-divorce-soars/