Vin and Fin (Financial Education Paired with Wine Tasting)

We partner with a local sommelier to teach you, your office, or a group of friends about wine & finance. We pair a financial concept with the perfect wine and
deliver the information in a way that’s easy to understand. Whether it’s feeling confident making a great wine choice next time you are out with friends or clients, or taking your financial plans to the next level, we've got you covered.

Attendees will Learn

-How much to save and how to save
-How to create a plan to avoid working until 70
-401(k) traditional or Roth, which is better?
-Impact of Investor behavior
-How to manage debt
-Actionable things you can do now to build wealth for the future
-How to taste wine like a pro! We go through the notes and structure of 4 different wines: Body, acidity, sugar level, tanins

About this Speaker

Are you prepared for 'what's next?' Drucker Wealth Management is here to help. Since 1959, Drucker Wealth Management has been providing comprehensive wealth management services to the affluent and those who'd like to be. Today, we are one of the preeminent, independent financial advisory firms in the country. We've maintained our stellar reputation as a result of our client-centric approach, which is focused on helping our clients retire comfortably, and then remain comfortably retired.

Education and Experience

-Certified Financial Planner™
-100+ seminars presented
-5 years of financial planning experience
-Named 2019 Forbes Next Gen Advisor (awarded to 2% of all advisors that applied)
-Author of Financial Planning Book for Young Professionals
-Director, Wealth Builder Division of a 3rd generation premier wealth management firm

Event Type:
Other Critera:
Available as Webinar
Recording is OK
Available as In-Person Event
Available Nationwide
Willing to Travel
Offered in Spanish
Offered in other languages
For Call Centers
Especially for Men
Especially for Women
HRA/VEBA eligible
For 3rd Shift
For Retreats
Duration of event (in hour increments): 90 min
Equipment buyer needs to provide: TV with HDMI Cord, chairs for 18 - 30 people with space for 4 wine glasses in front of them!
Equipment provided by vendor: N/A
Post event tools included: N/A
Includes pre-event consultation: Yes