Women, Wine & Wealth

What you will learn

Women, Wine & Wealth

Join us for an evening of empowerment! Learn about securing your financial future, navigating relationships in marriage, divorce, and widowhood, and essential discussions for all generations. Connect with experts and like-minded women to take charge of your financial destiny!

Wine Tasting Presentation Topics

  • Money and marriage, divorce, and widowhood relationships
  • Important talks for kids and aging parents
  • Wills, Trusts & Estates expertise*
  • Elder Law advice for asset protection*


  • Wine tasting courtesy of Colonial Wine & Spirits
  • Light horderves sponsored by Fidelity Investments


*The information provided here is for general information purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Neither Cadaret Grant & Co, Inc. nor its registered representatives or employees provide tax or legal services. 


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Presenting Speakers