Description
Join us for our Quarterly Wine and Wealth Social! Enjoy a delightful complimentary selection of wines from Cooper's Hawk Winery while making new network connections. This quarter, we are co-hosting with several professionals to bring you expanded access to local experts, to include: The Copeland Team - Mortgage Lenders, Chad and April Emory - Emorys Rock Realty, Chuck Sullivan - Attorney at Law, and Mike Padawer - Inertia Advisor Services Group. Don't miss this opportunity to expand your network and your knowledge!
Click the link to RSVP!
📅 Date: February 5th, 2025
🕒 Time: 5:00pm - 7:00pm
📍 Location: Signature Event Space - 28210 Paseo Drive Suite 170 (Wiregrass Mall)
Please RSVP by February 4th.
Boardwalk Wealth Solutions
Ralph Sevelius, Founder and Senior Wealth Advisor
Kimberly Terenzi, Practice Manager
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Boardwalk Wealth Solutions and LPL Financial does not offer tax or legal advice, or tax preparation services.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through IHT Wealth Management, LLC., a registered investment advisor. IHT WEALTH MANAGEMENT LLC and Boardwalk Wealth Solutions are separate entities from LPL Financial.
Date and Time
Wed, Feb 05, 2025
5:00p - 7:00p EST