Please join us for a Take Stock Mixer!

Wednesday, January 18th from 7-9pm at W@tercooler, 21 North Broadway, Tarrytown, 2nd floor

Go Ahead. Invest Like This.

START THE NEW YEAR RIGHT

The New Year is a perfect time to set new investment goals, reposition your portfolio, and assess how well your current strategy is working. Why not check off all of these things at a free event and enter to win a Kindle Fire! This is a chance to get answers to your investing questions and learn about the convenience of covesting.

EVENT DETAILS

• Face-to-face time with Registered Investment Advisers in a casual setting

• Short presentation about Covesting

• Mini Portfolio Makeover
• Presentation of Kindle Fire to event attendee
• Time to socialize, eat and drink

PLUS SWAG!

• 1-day Desk Pass + 1-Hour Conference Room Card at W@tercooler

• Coupon for a free 30 minute investment consultation from a Registered Investment Adviser

WIN A KINDLE FIRE! 

Clients and trial accounts who attend this event are automatically entered into a drawing to win a Kindle Fire! If you don't already have an account on Covestor, sign up for our trial now! NOTE: Must be present at event to win prize

Register here for our Westchester event!

Can't make it to the Westchester event? 

Maybe our Manhattan Event at Union Square Ventures on Tuesday, January 31 from 6-8 works better for you.

Click HERE for more details and to register.