Sip, Savor, Strategize: A Smarter Way to Think About Money
Wed, Jan 14
|Total Wine - Woodland Hills
Just like wine, financial outcomes age over time. Join us for a wine tasting and a fresh perspective on money, risk, and planning.
Time & Location
Jan 14, 2026, 5:30 PM – 7:00 PM
Total Wine - Woodland Hills, 6232 CA-27 Ste 1380, Woodland Hills, CA 91367, USA
About the event
Join us for an evening at Total Wine, beginning with a guided wine tasting, followed by a thoughtful workshop that draws parallels between aging wine and long-term financial decision-making.
Just like a good vintage, strong financial outcomes are shaped over time—and can just as easily be compromised by a few overlooked factors. In this wine-inspired discussion, we’ll explore the real-world elements that quietly impact financial well-being and how thoughtful planning helps protect what you’ve built.
Topics we’ll explore include:
How everyday financial habits strengthen—or weaken—your long-term foundation
The subtle risks that erode wealth over time, including inflation, taxes, market volatility, and health events
The three primary ways money is taxed, and why where your money lives matters