Wine, Women & Finances held June 23 & 28

On June 23rd and June 28th we hosted our traditional Wine, Women & Finance Seminar in the Medallion Conference Center.

Laura, Suzanne and John gave an informative presentation regarding the unique challenges women investors face as retirement approaches; the new social security laws; and leaving a legacy to children and grandchildren. Our guests enjoyed the discussion while sipping wine paired with a variety of cheese, crackers, nuts and fruit.


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