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.
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 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.
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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.