An exclusive event by invitation only

Join us for one of our signature client events as we gather at 3 Parks Wine Shop, a local, woman-owned business, for an evening of exceptional wine, engaging conversation, and inspiring ideas for building the retirement you want to live.

Enjoy a guided tasting featuring wines from women-owned wineries while exploring investment strategies designed to help successful investors build portfolios that support the life they want to live in retirement. Investment specialist Stephanie Vinat of CNL will share how investments beyond traditional stocks and bonds can complement a portfolio by enhancing diversification and helping reduce the impact of market volatility.

Gather & Grow was designed to be shared

We invite you to bring a friend, family member, or colleague who enjoys great conversation and is intentional about making thoughtful financial decisions. Whether you are  approaching retirement or interested in expanding the way you think about investing, we hope you'll both enjoy  an evening of exceptional wine, insightful conversation, and practical investment ideas.

As a thank you, every client who brings a guest will be entered into a drawing for a curated gift from 3 Parks Wine Shop. We look forward to sharing a memorable evening with you!

Space is intentionally limited to encourage conversation, connection, and an exceptional experience.