Discover local wonders & elevate your financial wisdom.
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 updates, and 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.
In addition to dinner, you will have the opportunity to learn the history of the Massachusetts Historic Landmark that was established in 1716.
When the dinner presentation ends, you will have a chance to explore the Museum and tour the author’s home where he wrote his most important works.
After dinner, we’ll have the opportunity to taste a number of their award-winning wines and enjoy the peaceful setting.
Enjoy the fresh air & spectacular views of Lyman Orchards Golf Course while we discuss recent developments in the economy.
Save some room after dinner for a special pie tasting hosted by the Orchard’s Bakery Chef. It’s an experience you won’t want to miss!
While enjoying dinner, we will discuss retirement and tax strategies that may help enhance your overall financial plan.
You’ll have an opportunity to learn the history of Debevino Winery and enjoy live music performed by “It’s a J Thing.”
After dinner, enjoy a walk through aviation history on a guided tour of the museum’s 3 hangers.
Come enjoy a private guided tour through over a 100 years of carousel history and hundreds of wooden horses, and a ride on the carousel!
We host many special events for our clients throughout the year, including client loyalty events and educational events. At Johnson Brunetti we enjoy celebrating our clients!
Investment Advisory Services offered through JB Capital, LLC.
Insurance Products offered through JN Financial, LLC.
Atlanta • Boston • Hartford | Tel: 800-208-7233
JB Capital LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.
Johnson Brunetti is a sponsor of WFSB Better Money, WCVB Better Money Boston, WSB-TV Better Money Atlanta, WTNH Money Wisdom, and WTIC Money Wisdom.