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Have you ever wondered where to learn about saving and investing? Or how to know if you're on the right track with your financial life? Want to be part of an elite group that supports financial newbies, know-it-alls and everything in between? DO YOU LIKE WINE?  Combine a great glass of Chardonnay or Pinot Noir with an eye-opening learning experience.

Each month, we will have a social networking event that includes an introduction/overview of general topics like: debt management, retirement solutions, saving, investing, wine education, etc with a focus on how to grow your wealth in order to attain financial freedom and the lifestyle that you desire.

As a wine enthusiast that is passionate about teaching, sharing and learning everything about how to take control and improve one's financial integrity, it's my objective to provide value though informative subject matter - all while sipping on some fantastic, boutique wine!

We look forward to seeing you at our monthly events and possibly some exclusive, specialty excursions mixed in!  Email me with any questions or suggestions.

CHEERS TO YOUR FINANCIAL HEALTH & WEALTH!

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Recent Meetups

  • September 1 · 8:00 PM

    Social Mixer

    6 Financial Independence Seekers

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  • July 7 · 7:00 PM

    Building A Solid Financial Foundation

    9 Financial Independence Seekers | 5.00

    Join us for an evening of valuable info and networking with the July topic for financial freedom: Building A Solid Financial Foundation. We're meeting Thursday July 7th... Learn more

  • June 2 · 6:00 PM

    Making Debt Work for You

    7 Financial Independence Seekers | 5.00

    Join us for an evening of valuable info and networking where the June topic for financial freedom entails smart use of debt and an overview of a Financial Calculator app... Learn more

  • May 12 · 6:00 PM

    Trust Deed Investing & Cocktails

    5 Financial Independence Seekers | 5.00

    Join us for an evening of valuable info and networking with this month's topic for financial freedom: Trust Deed Investing. We're meeting Thursday May 12th at 6:00pm... Learn more

  • April 21 · 6:30 PM

    Indexed Universal Life Policies & Wine Tasting

    5 Financial Independence Seekers | 5.00

    Join us for an evening of networking, light bites and wine tasting while learning about this month's topic for financial freedom: Indexed Universal Life policies. I'm... Learn more

  • See all past Meetups

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Founded Jul 23, 2015

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