Wine and Wealth

Event Description:
Join us for an enlightening evening of networking and knowledge-sharing at the Wine and Wealth event. This free event is designed to bring together professionals, entrepreneurs, and community leaders to discuss and explore strategies for bridging the financial gap between generations. Enjoy a sophisticated atmosphere, fine wine, and the opportunity to connect with like-minded individuals passionate about financial empowerment and legacy building.

Event Highlights:

• Networking Reception: Meet and mingle with other attendees while enjoying a selection of fine wines and hors d'oeuvres.
• Keynote Speaker: An esteemed financial expert will discuss the importance of intergenerational wealth transfer and provide actionable insights on how to effectively bridge the financial gap between generations.
• Panel Discussion: A diverse panel of advisors, entrepreneurs, and community leaders will share their experiences and strategies for creating lasting financial legacies.
• Q&A Session: Engage with our speakers and panelists, ask questions, and gain valuable insights into wealth management and financial planning.
• Interactive Workshops: Participate in hands-on sessions focused on practical skills such as financial planning, investment strategies, and wealth preservation.
• Resource Corner: Access materials and resources to help you on your journey toward financial empowerment and legacy building.

Keynote Speaker:

• Ruben & Sable Otey: A renowned financial strategist and author of "Building Bridges: A Guide to Intergenerational Wealth Transfer."

Panelists:

• Ruby Henderson: CEO Weath Builders.
• Lakisha Traywick: Founder Karma Financail Services
• Ruben & Sabel Otey: Community Leaders and Financial Educators
• Diamond Wallace : CEO The Forthen Partners

Interactive Workshops:

• Financial Planning 101: Led by Finance and Fitness Coach, Sable Otey
• Investment Strategies for Long-Term Growth: Hosted by The Fortune Partners, Diamond Wallace
• Preserving Wealth for Future Generations: Conducted by Ruben Otey

Agenda

• 6:00 PM - 7:00 PM: Networking Reception
• 7:00 PM - 7:30 PM: Keynote Address by Ruben & Sabel Otey
• 7:30 PM - 8:15 PM: Panel Discussion and Q&A
• 8:15 PM - 9:00 PM: Interactive Workshops and Resource Corner

Dress Code: Business Casual

Registration: This event is free, but registration is required. Please register online at Wine and Wealth Registration by June 20, 2024.

Sponsors:

• Wealth Builders
• Slayed By.Patrel
• Legacy Builders
• Kare Givers of Memphis LLC

Contact Information:
For more information, please contact:

• Event Coordinator: Ruby Henderson
• Email: [email protected]
• Phone: (731) 803-6909

Event Venue & Nearby Stays

40 Casey Jones Ln, 40 Casey Jones Lane, Jackson, United States