Wisdom and Wealth
Join us for an evening of great wine and meaningful conversation at Wine & Wealth: Planning for the Future, One Glass at a Time.
Hosted by Private Wealth Advisor Melissa Cournyer and Estate Attorney James Jones, this event brings together financial planning and estate strategy in a relaxed, approachable setting. We’ll break down important topics like protecting your assets, planning for the future, and ensuring your wishes are carried out.
Whether you’re just getting started or looking to refine your plan, you’ll walk away with practical insights you can actually use.
Enjoy a glass of wine, connect with others in the community, and take a confident step toward your financial future.
Join us for an evening of great wine and meaningful conversation at Wine & Wealth: Planning for the Future, One Glass at a Time.
Hosted by Private Wealth Advisor Melissa Cournyer and Estate Attorney James Jones, this event brings together financial planning and estate strategy in a relaxed, approachable setting. We’ll break down important topics like protecting your assets, planning for the future, and ensuring your wishes are carried out.
Whether you’re just getting started or looking to refine your plan, you’ll walk away with practical insights you can actually use.
Enjoy a glass of wine, connect with others in the community, and take a confident step toward your financial future.
Good to know
Highlights
- 2 hours
- In person
Location
Narrows Brewing - On The Water
9007 South 19th Street
Tacoma, WA 98466
How do you want to get there?
