A massive wealth transfer is on the horizon—by 2030, women will control an estimated $34 trillion in assets. Whether through inheritance, divorce, or career success, women are increasingly leading financial decision-making. Yet, estate planning remains a crucial step in securing financial legacies and optimizing tax strategies.

Join us for Women, Wine & Wealth: Planning for Our Future Estate at Stem & Vine, where we’ll break down estate planning essentials over a curated wine experience.

Event Highlights

Expert Insights – Learn estate planning strategies from Jeffery Holmes, CFP® & Shari Fleming, Esq., AEP®, CAP®.

Exclusive Networking – Connect with professionals and financial leaders

Curated Wine Experience – Enjoy a selection of fine wines in an inviting atmosphere

Practical Takeaways – Walk away with actionable strategies for wealth preservation and tax efficiency

Register today!