Money Wisdom & Wine Workshops
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 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.
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.
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!
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!
“Awesome presenter and atmosphere”
“Presentation was done in a timely manner but yet important information was shared. Good job!”
“This was our first retirement seminar. It was very informative.”
“Very professional and knowledgeable!”
“I feel everything about you is first class. Informative and professional.”
“Professional, concise presentation (better than watching powerpoints).”