Skip to Main Content

Cork & Capital: An Open Financial Conversation

11 Aug 2026
10:00am - 10:50am PDT

Ticket Name Sale Ends Price Quantity
Cork & Capital: An Open Financial Conversation Login or Join to view tickets
Event Details

 

 

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

 

Joseph Stephens
CFP® | Financial Planner for
Wine & Spirits Professionals
Associated Financial Planners LLC

 

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

11 Aug 2026
10:00am - 10:50am PDT

Google Calendar
iCal
Bookmark/Share