This Taste and Talk salon is designed to equip you with the tools you need to take control of your finances. Led by Karen Roth, co-founder and managing partner of Apogee Wealth Advisors, we’ll dig into practical strategies for saving more, spending smarter, and planning for both your family’s needs and your own goals. From retirement planning and risk management to simple budget shifts that don’t feel like sacrifices, Karen will share clear, doable steps you can start using immediately. You’ll walk away with fresh strategies and the confidence to make financial choices that truly support the life you want—now and in the future.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Apogee Wealth Advisors, 480 Bedford Rd, Suite 3201, Chappaqua, NY 10514. Mailing address P.O. Box 262, Chappaqua, NY 10514