WINE AND WISDOM

An informational event for those in or nearing retirement.

RESERVE MY SEAT

WHAT CAN YOU EXPECT?

Besides great wine, at Arcadia Financial Group’s Wine and Wisdom event, you can expect to get a taste of what we feel are common financial concerns facing retirees and pre-retirees — and how to address them. Join us as we sip and discuss:

  • Investments and their possible role in retirement
  • What could be the best (and worst) times to start taking Social Security benefits
  • How to ensure you have enough money to maintain your desired standard of living for as long as you live

 

View our list of upcoming events below.

DATES AND LOCATIONS:

May Wine & Wisdom Webinar – Are We There Yet?

Tuesday, May 26 – 6:00 pm

We are currently following the COVID-19 pandemic closely and monitoring the state of the market. We want to make sure the presentation is relevant and timely to what is happening. Stay tuned for more information!

Join us for an engaging presentation. Raffles and contests to follow the presentation. All are welcome!

THE ROARING 20's - WINE & WISDOM: JANUARY 2020

WINE & WISDOM: AUGUST 2019

WINE & WISDOM: MAY 2019

WINE & WISDOM: MARCH 2019

WINE & WISDOM: JANUARY 2019

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Schedule a Meeting

Or give us a call at 603.681.9190