Our Money Wisdom & Wine events bring together clients and friends who are at or close to retirement age to join in on an evening dinner, financial strategies and current topics, along with a special local experience.
At Money Wisdom & Wine, our goal is to help current clients and prospective clients to leverage their financial wisdom to stay on track with their retirement goals while discovering exciting landmarks in our community. We are committed to the financial success and confidence of each client that we serve. At Money Wisdom & Wine, we get the opportunity to get to know our clients better while we introduce newcomers.
We will cover topics like the potential impact of upcoming elections on your retirement portfolio, economic forecasts for 2025, and solutions to reduce tax burdens in retirement. Afterward, enjoy a talk by a local historian on the venue’s unique history.
Join us for a complimentary retirement planning dinner and discussion. We’ll dive into strategies for securing your financial future, the potential impact of the upcoming elections, and key solutions to alleviating tax burdens in retirement. Afterward, you can browse the museum’s collections!
We will discuss the current state of today’s economy, the impact of the upcoming presidential election, and strategies to make your money last. Afterwards, enjoy a guided tour of the Mark Twain House & Museum, a national historic landmark.
We will discuss the uncertainty of the 2024 election, the impact of the economy in today’s market, and strategies to make your money last. The presentation will be followed by an exclusive wine and cheese pairing.
We will discuss retirement planning in the current economy, the impact of the upcoming election, and what you need to know about taxes in retirement. After dinner, you will enjoy a delightful wine pairing with dessert.
Over dinner we will discuss retirement planning in the current economy and you need to know about taxes in retirement. After dinner, enjoy a presentation about the history of Clark Hall where Kinsmen is located.
Over dinner we will discuss tax & investment strategies, current retirement trends & challenges, and quarterly forecasts for the economy. Followed by an educational tasting experience of different whiskeys.
Over pizza and pretzels, we will discuss current retirement trends and how they can impact your retirement. To cap off the night, we will have a beer tasting hosted by the head brewer.
During the course of the evening, learn about current retirement trends, forecasts for the economy, and how retirement is being reshaped. Followed by lawn games and a classic New England lobster bake.
We will discuss retirement planning in the current economy and retirement trends for 2023. After dinner, explore the first floor of this American architectural masterpiece.
Learn valuable strategies for getting the most out of your retirement, including updates on Secure Act 2.0. Later, take a private tour through the Home of the Yard Goats, the #1 ranked minor league stadium in the country!
We will discuss retirement planning in the current economy and retirement trends for 2023. After, enjoy a walk through the museum’s many exhibits featuring the history of the Naugatuck Valley and artists of Connecticut
Come learn the history of the Massachusetts Historic Landmark that was established in 1716.
Explore the Museum and tour Mark Twain’s home where he wrote his most important works.
Taste a number of Hawk Ridge’s award-winning wines and enjoy their peaceful setting.
Enjoy the fresh air & spectacular views of Lyman Orchards Golf Course while we discuss recent developments in the economy. Save some room for a special pie tasting hosted by the Orchard’s Bakery Chef.
70 Lyman Road, Middlefield, CT 06455
We will discuss retirement and tax strategies that may help enhance your overall financial plan. Later on, you can learn the history of Debevino Winery and relax to some live music performed by “It’s a J Thing.”
Enjoy a walk through aviation history on a guided tour of the museum’s 3 hangers.
Take advantage of a private tour through over a 100 years of carousel history and hundreds of wooden horses, and a ride on the carousel!
Join us after dinner for a ride on one of the museum’s historic trolleys!
We deeply value the relationships we build with our clients and are constantly finding ways to show our appreciation. It is a pleasure getting to know each client we serve as we continue to instill confidence in their financial futures.
As a fun and fulfilling way to express our gratitude, we host several special client events throughout the year – from client loyalty events to educational seminars. At Johnson Brunetti, we take pride in celebrating our clients!
