Karen Lee & Associates, LLC

10/01/2026

Happy International Coffee Day!

Here’s to good coffee, good conversations, and taking a moment to enjoy the little things.

What’s your go-to coffee order? Let us know!

09/21/2026

Wishing you a meaningful and peaceful Yom Kippur filled with reflection, renewal, and hope.

May you and your loved ones be inscribed in the Book of Life for a happy, healthy, and blessed year.

G’mar Chatimah Tovah!

09/11/2026

09/07/2026

Happy Labor Day!

Today, we celebrate the hard work and dedication that help build a brighter future.

As you enjoy the holiday, take a moment to celebrate your financial progress and consider whether your goals and plans are still on track. A little planning today can make a big difference tomorrow.

Wishing you and your family a safe, relaxing, and happy Labor Day! 🇺🇸

09/05/2026

International Day of Charity | September 5

Today is a reminder that even small acts of kindness can make a meaningful difference.

Our team is proud to support the Walk to End Alzheimer’s and help raise awareness and funds for the fight against Alzheimer’s disease. Every donation brings us one step closer to a future without this devastating disease.

If you’d like to join us in supporting this important cause, we would be incredibly grateful for your contribution. Together, we can make a difference,one step and one donation at a time.

Thank you for helping us support the Alzheimer’s Association!

http://act.alz.org/goto/KarenLeeAndAssociates2026

I am participating in Walk to End Alzheimer's. Donate today and help me reach my goal.

08/24/2026

Karen, wishing you a day as lovely as a serene morning by the lake! May this year bring you countless moments of joy, laughter, and peaceful reflections. May your time spent by the water be filled with sunshine, good company, and beautiful memories. Here's to another year of embracing the tranquility and adventure that lake living offers. Enjoy every moment of your special day!
Love,
Daniel, Jessica and Priscilla

https://cards.ag.com/GW3R80

Where there's smoke, there's...Birthday Candles! Personalize Lainey Wilson's hit song, just by adding a name!

08/21/2026

Protecting Your Finances Starts with Cybersecurity

Cybersecurity is a shared responsibility, and staying informed is one of the best ways to protect your financial information.

A few simple reminders:
• Be cautious with unexpected emails, texts, or calls asking for personal or financial information.
• Always verify wire instructions and account changes through a trusted source.
• Use strong, unique passwords and enable multi-factor authentication.
• Keep your devices and software updated.
• Monitor your accounts regularly and report anything suspicious right away.

A little extra caution can go a long way toward protecting your information and your financial well-being. Stay safe online!

Click the link below to watch an informative video from LPL.

https://vimeo.com/1091301009/979042574a

08/13/2026

Karen, Daniel and Jessica were in Sunny San Diego for LPL Financial’s Focus conference. They were excited to connect with their fellow advisors, learn from industry leaders, and bring fresh ideas back to better serve our clients.

Here’s to growth, collaboration, and staying focused on what matters most!

06/19/2026

Grateful to be a part of this amazing charity! Amazing!! Changing homeless women and children one family at a time! It’s our honor to be your Venue sponsor again this year!

06/01/2026

Happy Birthday to an amazing friend and colleague! Jessica, wishing you a day filled with happiness, laughter, and everything that brings you joy. We are so grateful to work alongside someone as kind, hardworking, and supportive as you. Hope this year brings you all the success and happiness you deserve!

Love,

Karen, Daniel & Priscilla