We look forward to welcoming you to Wine & Wisdomāour client appreciation event designed to bring together wonderful people, engaging conversation, and the friends and family you trust most. Enjoy a relaxed evening of great food, fine wine, and memorable connections.
š Date: Friday, September 11th
š Time: 6:30PM – Doors open at 6pm
š Attire: Your favorite outfitāwith shoes made for dancing!
š Location: Windy Hill Wedding & Event Barn
š Address: 2733 E Georgia Rd., Simpsonville, SC 29681
If you would like to be added to the waitlist, please call the office at 864-920-3155. If you have any questions, please don’t hesitate to give us a call. We look forward to seeing you soon!
Wine & Wisdom is our way of thanking our clients while welcoming the friends and family they trust. In a relaxed, enjoyable setting, we share timely retirement insights and practical strategies for income, taxes, investments, and preserving wealth in retirement. If you know someone nearing or already enjoying retirement who would benefit from the conversation, we’d be delighted to have them join you. There’s no cost or obligationājust great food, meaningful conversation, and an enjoyable evening together.
Retirement is one of the biggest decisions you will ever make. It sets your income for decades, protects your spouseās livelihood, and shapes the legacy you leave behind. Our philosophy is simple, lead with clarity, tell you what you need to hear, and give you a clear path ahead.
We go beyond what we are paid for, because we take the responsibility seriously and we honor the sacrifices it took to build your wealth. The result is confidence you can feel, the freedom to care for those you love, and the ability to impact generations you may never meet. Our invitation is just as simple, live your dreams, not your worries.
Being a Big Money client means access to exclusive events, a private community, and a team dedicated to making retirement feel less like a solo act.
