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Making the Most of What You Have: Exploring and Maximizing Your Company Benefits

06 Oct 2026
10:00am - 10:50am PDT

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Event Details

 

 

Join Women of the Vine & Spirits for a Live Chat:

Making the Most of What You Have:
Exploring & Maximizing Your Company Benefits

 

Tuesday, October 6
10:00 AM PT / 1:00 PM ET

 

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

Most beverage alcohol professionals are leaving money on the table, not because they aren't working hard, but because the benefits sitting right in front of them are misunderstood, underutilized, or ignored entirely. In this Live Chat, CFP® and industry veteran Joe Stephens walks through the benefits landscape most commonly available to wine and spirits professionals and shares practical strategies for making every dollar of your compensation package work harder for you.

 

Topics will include:

  • Understanding your full compensation picture beyond your base salary or commission
  • Health insurance options and how to choose the right plan for your situation
  • Group life and disability insurance: what you have, what you're missing, and what to do about it
  • Retirement plan options at your company and how to maximize your contributions
  • What to do with your benefits when you change jobs or go independent

 

This session is designed to be practical and eye-opening, no jargon, just a clear roadmap to making the most of what you already have.

 

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

06 Oct 2026
10:00am - 10:50am PDT

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