Money Wisdom & Wine

Designed for individuals nearing retirement or already retired, the event will offer a fresh perspective on financial planning in a relaxed setting. Advance registration is required.

The evening will cover key retirement planning topics, including Social Security claiming strategies, required minimum distribution (RMD) tax strategies and healthcare planning. Guests will also learn how to identify potential tax pitfalls in retirement and build a customized financial plan for the journey ahead.

Following dinner, guests will enjoy a guided tour of GlenPharmer’s distillery and barrel room for a behind-the-scenes look at how its artisan spirits are crafted. RSVP below.