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Protecting What You're Building: Insurance, Risk & Financial Safeguards for Industry Professionals

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

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Event Details

 

 

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

Protecting What You're Building:

Insurance, Risk & Financial Safeguards for Industry Professionals

 

Tuesday, October 20
10:00 AM PT / 1:00 PM ET

 

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

You've worked hard to build your career and your financial foundation, but is it protected? For professionals in the beverage alcohol industry, the risks are real and often overlooked: variable income, key person exposure, and gaps in coverage that only become visible when it's too late. In this Live Chat, CFP® Joe Stephens breaks down the insurance and risk management strategies every industry professional should have in place.

 

Topics will include:

  • Life insurance: how much you actually need and what type makes sense
  • Disability insurance: the coverage most people don't think about until they need it
  • Key person risk: what happens to your business or household if something happens to you
  • Liability and asset protection strategies for industry professionals
  • Common coverage gaps and how to close them before they become a crisis

 

This session is designed to give you clarity and confidence that what you've built is protected, no matter what comes next.

 

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

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

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