The Complete Financial Planning Playbook

November 9, 2025 • 3:00pm -4:30pm

The Onyx Room at Altisima Winery in the Member’s Lounge

Join us for an insightful evening as Finance Uncorked dives into the essential elements of a comprehensive financial plan. Senior Analyst Ben Rones, CFA®, and Senior Financial Planner Josh Richardson, CFP® will break down the strategies and tools you need to build a roadmap for long-term success.

You’ll learn:

  • How to align your goals with a clear, actionable financial plan

  • Tax planning strategies that help maximize your resources

  • Retirement planning essentials for every stage of life

  • Ways to manage risk and protect what matters most

  • How investments fit into the bigger financial picture

Whether you’re just beginning your financial journey or fine-tuning an established plan, this session will provide the clarity and confidence to move forward with purpose.

Complimentary wine is included.

Reserve Your Spot