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 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.

Hawk Ridge Winery
Longfellow’s Wayside Inn
Monday, November 7, 2022 at 6:00 PM

In addition to dinner, you will have the opportunity to learn the history of the Massachusetts Historic Landmark that was established in 1716.

72 Wayside Inn Road, Sudbury, MA 01776

Mark Twain House
The Mark Twain House
Wednesday, October 5, 2022 at 5:30 PM

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.

351 Farmington Avenue, Hartford, CT 06105

Hawk Ridge Winery
Hawk Ridge Winery
Thursday, August 18, 2022 at 5:30 PM

After dinner, we’ll have the opportunity to taste a number of their award-winning wines and enjoy the peaceful setting.

28 Plungis Road, Watertown, CT 06795

Lyman Orchards
Tuesday, June 28, 2022 at 5:30 PM

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!

70 Lyman Road, Middlefield, CT 06455

 

Debevino Winery
Tuesday, June 7, 2022 at 5:30 PM

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.”

2255 Providence Hwy, Walpole, MA 02081

New England Air Museum
Tuesday, April 26, 2022 at 5:30 PM

After dinner, enjoy a walk through aviation history on a guided tour of the museum’s 3 hangers.

36 Perimeter Road, Windsor Locks, CT 06096

New England Carousel Museum
Wednesday, February 16, 2022 at 5:30 PM

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!

95 Riverside Avenue, Bristol, CT 06010

The Connecticut Trolley Museum
Monday, December 6, 2021 at 5:30 PM

Join us after dinner for a ride on one of the museum’s historic trolleys!

58 North Road, East Windsor, CT 06088

At Johnson Brunetti, We Celebrate our Clients!
We take pride in building relationships with our clients. Showing our appreciation towards our clients is a top priority. We enjoy getting to know each client and are committed to the financial success and confidence of each and every client we serve.

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!

  • Client 1
  • Client 5
  • Client 3
  • Client 6
  • Client 4
  • Client 2
  • Client 7
  • Arletta G.
    Arletta G. is not a client of Johnson Brunetti and received no compensation for her statement.
    “Awesome presenter and atmosphere”
  • Suzanne S.
    Suzanne S. is not a client of Johnson Brunetti and received no compensation for her statement.
    “Presentation was done in a timely manner but yet important information was shared. Good job!”
  • Lori C.
    Lori C. is not a client of Johnson Brunetti and received no compensation for her statement.
    “This was our first retirement seminar. It was very informative.”
  • Robert C.
    Robert C. is not a client of Johnson Brunetti and received no compensation for his statement.
    “Very professional and knowledgeable!”
  • Wayne C.
    Wayne C. is not a client of Johnson Brunetti and received no compensation for his statement.
    “I feel everything about you is first class. Informative and professional.”
  • Charlene C.
    Charlene C. is not a client of Johnson Brunetti and received no compensation for her statement.
    “Professional, concise presentation (better than watching powerpoints).”
  • James M.
    James M. is not a client of Johnson Brunetti and received no compensation for his statement.
    “Outstanding presentation”
Johnson Brunetti
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Investment Advisory Services offered through JB Capital, LLC.
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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.

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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.