Wine, Wealth & Family: Your Blueprint for Generational Wealth
About this Event
You're earning well. But is your money working as hard as you are?
Join us for a complimentary evening designed for busy parents balancing careers, kids, and big financial goals. Start with a free 30-minute guided wine tasting, then settle in for a relaxed, no-pressure conversation about building your financial house — from the foundation up.
We'll cover:
- Wealth-building and management strategies for six-figure households
- Creating a diversified retirement strategy for your future
- Estate planning essentials every parent needs
- Smart accounts and strategies to help set your kids up for the future
- How the different pieces of your financial and estate plan work together to create a lasting legacy
And bring your questions! You'll have the opportunity to speak directly with both a financial advisor and an estate planning attorney during the event. Whether you have questions about investments, retirement, protecting your family, wills and trusts, or leaving a legacy, this is a chance to get answers from professionals in a relaxed, conversational setting.
No jargon. No sales pitch. Just practical strategies, great wine, and a night out that could change the way you think about your family's financial future.
Free to attend — space is limited. Reserve your spot today.
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
