🍷 Wine & Finance Salon 💵
NYC Founders, Executives and Investors: You are invited for a novel pairing - Wine & Finance. 🥂
Join us for an intimate evening of wine tasting and conversations about key financial planning for yourself or your company. We will discover exceptional wines produced or owned by women and uncover financial and tax related tips and strategies.
Just as wine reaches its peak when enjoyed at the right moment, so too does effective financial planning.
Along with the appropriate wine pairing, we will learn about short-term planning from tax savings opportunities and due diligence planning to long-term planning including retirement and legacy planning.
Enjoy exceptional wines from Palm Bay International and learn valuable insights from Tracy Byrnes, Financial Advisor at UBS and Marlen Preyger, Senior Manager at Anchin, while enjoying the company of like-minded individuals. Explore with us the intersection of wine and finance and create a plan for a brighter financial future.
Space is limited to 25 attendees to ensure an intimate experience. Apply now for the chance to attend. If selected, you will receive a confirmation with further details.
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Special THANK YOU to:
Tracy Byrnes, CDFA, Financial Advisor at UBS and wine expert who loves pairing it all together. You can contact her HERE.
Anchin for hosting us. As a leading accounting and advisory firm, Anchin earns recognition on many of the industry’s “best of the best” lists, year after year. We provide solutions – and opportunities – to help you grow and thrive in today’s economy, and when you need clarity to navigate the road ahead, our talented and experienced team brings vision, insight and possibilities to guide you to the next level of financial success.
Contact Marlen from Anchin here: Marlen.Preyger@anchin.com
Palm Bay International for sharing their beautiful wines with us.