Merlot and Money Matters: A Perfect Pairing of Finance and Legal Advice
Schedule
Tue Dec 02 2025 at 05:30 pm to 08:30 pm
UTC-05:00Location
HYATT house Fishkill/Poughkeepsie | Fishkill, NY
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Join us for an enlightening evening of Merlot & Money Matters where the worlds of wine and financial wisdom blend seamlessly. This unique event offers an opportunity to savor the rich flavors of Merlot while gaining invaluable insights from seasoned professionals in the fields of finance and law.Event Highlights:
Wine Tasting Experience: Delight your palate with a selection of wine, carefully curated to complement the evening's themes by Gennaro Flori, Owner of Boutique Wines, Spirits and Ciders. Learn about the nuances of each wine, enhancing your appreciation for this classic varietal.
Money Matters: Gain a deeper understanding of wealth management strategies that can help you secure your financial future. Our expert financial advisor, Austin Schweitzer from Edward Jones will cover topics such as investment planning, retirement savings, and risk management, providing practical tips that you can apply to your personal finances.
Legal Insights: Navigate the complexities of legal matters that impact your financial well-being, and learn about how to access help when you need it. The session will be lead by Kevin Shorette from Shorette Shield Services, addressing essential topics such as estate planning, asset protection, and understanding legal documents, ensuring you are well-prepared to make informed decisions.
Interactive Q&A Session: Engage with our experts during a dynamic Q&A session.
Who Should Attend?
This event is ideal for individuals and busienss owners looking to enhance their financial literacy while enjoying a sophisticated wine tasting experience. Whether you're a seasoned investor, a legal professional, or someone interested in learning more about managing your wealth and legal affairs, "Merlot & Money Matters" promises to be both educational and enjoyable.
Why Attend?
Expand Your Knowledge: Acquire new financial and legal insights that can help you make informed decisions about your future.
Network with Professionals: Connect with like-minded individuals and industry experts in a relaxed, social setting.
Enjoy a Unique Experience: Combine the pleasures of wine tasting with the acquisition of knowledge, creating a memorable and enriching evening.
Reserve your spot today !
SESSION IS FREE FOR MEMBERS.
$10 for non members.
Thank you to our sponsors: Hyatt House, Emery and Webb, M&T Bank and McHoul's Funeral Home.
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Where is it happening?
HYATT house Fishkill/Poughkeepsie, 100 Westage Business Center Dr, Fishkill, NY 12524-2272, United StatesEvent Location & Nearby Stays:
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