Wine and Wealth Workshop

Join us for a fun evening of sipping wine while learning about building wealth at our Wine and Wealth Workshop!

By Christian Lodge

Date and time

Location

Philly Boyz Cheesesteaks

1715 Texas Parkway Missouri City, TX 77489

Lineup

About this event

Event lasts 2 hours

📅 Date & Time: Wednesday, August 20th | 6:30 PM – 8:30 PM📍 Location: PhillyBoyz Cheesesteaks, 2234 FM 1092 Rd, Missouri City, TX

✨ What You’ll Learn:

✅ The essentials of estate planning and why it matters for everyone
✅ The difference between wills & trusts (and which one avoids probate)
✅ Strategies to grow & protect your wealth tax-free
✅ Details on our Complete Trust Package Offering

🎁 Bonus: All attendees receive a FREE Funeral Planner Gift as a thank-you!

🍷 Why Attend?

Free wine, cheesesteaks & networking in a friendly, casual setting
Expert insights you can apply immediately to protect your family & legacy
A chance to ask your questions in a comfortable, no-pressure environment

📲 RSVP Today!

Frequently asked questions

Will I be pressured to buy anything?

Not at all. This is an informational event. If you’re interested in moving forward with your estate plan, we’ll provide a consultation form at the end.

What is the Wine & Wealth Workshop?

This is a casual, in-person event designed to help individuals and families understand the importance of estate planning, living trusts, wills, and tax-free wealth strategies – all while enjoying great food and wine in a relaxed environment.

Who should attend this workshop?

Adults of all ages who don’t have a current will or trust, Anyone looking to protect their family and legacy, Business owners, Retirees or those preparing for retirement, Parents and grandparents,

What will I learn?

What happens if you pass away without a will or trust, Key differences between a will and a living trust, How to avoid probate and protect your loved ones, Tax-free strategies to grow and pass on wealth, How to access our Complete Trust Package Offering.

How do I RSVP?

Texting or calling (346) 295-4210, Calling (346) 655-3073 Or reserve a spot through our Eventbrite page

Organized by

Christian Lodge