Wine and Wealth Presentation Slides 

Join us for our Wine and Wealth Social as we pair the sophistication of Estate Planning with the richness of fine wines and cheeses! Taste some of the most interesting top-rated wines available while learning about the importance of creating and maintaining your Estate Plan as it applies to your Financial Plan, regardless of your age and circumstances. We will also show you how to easily create and maintain your Estate Plan using Estate Guru, one of our preferred Estate Planning partners.

📅 Date: Wednesday April 24th 2024

🕒 Time: 5:30pm-6:30pm

📍 Location: Signature Eventspace-28210 Paseo Drive Suite 170 (Wiregrass Mall)

Please RSVP by April 23rd.

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.