“Wine & Wealth” Financial Educational Series

These events are casual meetings to educate our clients and friends about the concepts behind healthy investing.  We typically include a little wine and cheese to foster the friendly atmosphere and to enhance the discussion. 

These educational discussions provide a forum for objective financial advice and the presentation of the tools for you to make informed decisions in planning for your successful retirement. 

Watch your email for an invitation to the next “Wine & Wealth” discussion.