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Join Women of the Vine & Spirits for a Live Chat:
Cork & Capital
An Open Financial Conversation for Women of the Vine & Spirits
Tuesday, August 11
10:00 AM PT / 1:00 PM ET
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Joseph Stephens
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Professionals in the beverage alcohol industry are among the most driven, resilient people in any field: but building financial confidence is a skill that isn't always nurtured. In this Live Chat, CFP® and industry veteran Joe Stephens opens the floor for a practical, no-jargon conversation about the money questions on your mind, and the ones you haven’t thought to ask yet.
Bring your questions - topics we can explore include:
- Diversifying investments beyond the beverage alcohol sector so your financial future isn't tied to one industry's health
- Maximizing tax-advantaged accounts so more of what you earn actually stays and grows
- Closing estate planning gaps so the wealth you've built passes to the next generation on your terms
- Understanding key person risk — what happens to your business and family if something happens to you
- Separating personal wealth from business assets before the lines blur
- Stress-testing your financial plan against today's industry headwinds
This session is designed to be conversational, practical, and empowering…without financial jargon, just real talk.
Who Should Attend: Open to All!
Category: Personal Development
Personal development or self-improvement consists of activities that develop a person's capabilities and potential. Investing in yourself supports building human capital, facilitates employability, and enhances quality of life and the realization of aspirations. Join us for conversations on work-life balance, building community, strengthening communication, self-advocacy and more!
Once you register you will receive an email with the link to access the session. If you need further assistance please Contact Olivia Campbell, Community Relations Manager