Just as a fine wine matures with age, so should your financial plans!

Join us with Jenna as our Guest Speaker, to unveil the nuanced strategies of estate planning and wealth management, ensuring a legacy that stands the test of time.

Ready to discover the secrets of lasting financial security? Savor this knowledge while tasting fine wine.

Tipsy Teacher Wine Tasting

On Saturday May 28th from 2pm to 5pm at Post Road Liquor in Havre de Grace, MD.

Wine Tasting “Tipsy Teacher”

Visit and Enjoy some great varieties of new wine!!!

Join me for a FREE wine tasting and educational event, covering:

- Why you need an estate plan, even if you aren't rich (And, how it may be even more important for families of modest means).

- The things your estate plan must include to make it as easy as possible for your family if you become incapacitated, and when you pass.

- How often your Will or Trust needs to be reviewed and updated to ensure they work and don't become a pile of expensive and useless paper in your desk drawer.

- What estate planning should cost, and who pays the cost of "too cheap" plans.

Keep your loved ones out of court and out of conflict by getting a current will or trust in place.

Keep your loved ones out of court and out of conflict by getting a current will or trust in place.

Join me for a FREE wine tasting and educational event, covering:

- Why you need an estate plan, even if you aren't rich (And, how it may be even more important for families of modest means).

- The things your estate plan must include to make it as easy as possible for your family if you become incapacitated, and when you pass.

- How often your Will or Trust needs to be reviewed and updated to ensure they work and don't become a pile of expensive and useless paper in your desk drawer.

- What estate planning should cost, and who pays the cost of "too cheap" plans.

Reserve your spot today! Register here: https://bit.ly/3iVMwno

For questions: Call (978)440-0014 or email my Client Service Director Barbie Foisy at [email protected]

https://westgateevents.com/events/romantic-wine-tasting-weekend/?ref_acct_no=86781018394&ref=fb&mktsrc=0510796