Sip, Savor, Strategize: A Smarter Way to Think About Money

Join us for an evening at Total Wine, beginning with a guided wine tasting, followed by a thoughtful workshop that draws parallels between aging wine and long-term financial decision-making.Just like a good vintage, strong financial outcomes are shaped over time—and can just as easily be compromised by a few overlooked factors. In this wine-inspired discussion, we’ll explore the real-world elements that quietly impact financial well-being and how thoughtful planning helps protect what you’ve built.Topics we’ll explore include:

How everyday financial habits strengthen—or weaken—your long-term foundation

• The subtle risks that erode wealth over time, including inflation, taxes, market volatility, and health events
• The three primary ways money is taxed, and why where your money lives matters
• Why risk rarely shows up as a single issue, and how different risks compound
• What it takes to eventually turn savings into dependable income you can rely on

Guests will also take home a guided workbook designed to help you organize your thoughts, take inventory of your current situation, and identify areas that may deserve a closer look—on your own time, and at your own pace.

🍷 Wine tasting first. Perspective second.

**Limited seating - reserve your seat now!

Know what’s Happening Next — before everyone else does.

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Host or Publisher Irina Helm & Angela Iacobellis