Join us for a Discussion On...

How to Discuss Money with your Kids & Grandkids

Join your Mercer Advisors team for wine, beer, and hors d’oeuvres and a discussion on ‘How to Discuss Money with your Kids & Grandkids’.

Date: Thursday, April 11, 2019

Location: 620 Newport Center Drive, Newport Beach, California 92660 – First Floor Conference Room

Click here for directions

Time: 5:30 pm – 7:00 pm

Parking: Mercer Advisors will validate parking.

 

Please RSVP by April 5th.

Please contact Laura Madariaga at [email protected] or 949.610.7807 with any questions you may have.

The Mercer Advisors Newport Beach team looks forward to seeing you there!

Please RSVP by April 5th

Kara Duckworth, CFP®, CDFA®

Client Advisor
Kara has been providing comprehensive wealth management services to high-net worth clients since 1998. In addition to her role as a Client Advisor at Mercer Advisors, she leads the company’s InvestHERS initiative, focused on providing customized financial planning to serve the specific needs of women and working to increase the number of female professionals at the firm. Prior to joining Mercer Advisors, she was a principal and chief compliance officer at Duckworth Wealth Advisors. She is a Certified Financial Planner®, Certified Divorce Financial Analyst®, holds a Bachelor of Science degree in Business Administration from the University of Phoenix and is a member of the Financial Planning Association. Kara is the co-chair of the board for the Center for Investment and Wealth Management for the Paul Merage School of Business at the University of California, Irvine, which provides innovative financial education for all in the community.

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