Focus on Women presents its 4th Annual Sip & Share: "Wine & Wealth"
Focus on Women - 4th Annual Sip & Share: “Wine & Wealth”
Ladies, it’s time to sip, share, and learn in the most fun and unique way possible! Join us for our 4th Annual Sip & Share as we dive into the world of wealth management with a twist – through the different stages of wine!
This year, we’re bringing you an interactive and engaging Wine & Wealth class led by Tracy Byrnes, a UBS Financial Services Advisor, who will help demystify investing using everyone's favorite topic—wine! Whether you're unsure of when to invest or how to get started, this event will bring clarity in a creative way that’s anything but stuffy.
Here’s how the evening will flow:
The Fun Begins:
Start with a glass of bubbly—choose from wine, mocktails, or soft drinks— and kick off the night with some casual networking with fellow Chamber ladies. Let’s get to know each other while sipping and mingling!
The Class - Wine & Wealth Uncorked:
- Sauvignon Blanc or a Younger White Wine
- Taste: Enjoy the crisp and lively notes of a refreshing white wine.
- Wealth Lesson: Learn about your Liquidity Bucket—what short-term needs do you have for the next 1-3 years? Tracy will guide you through financial tools like CDs, money markets, and treasuries, perfect for securing your near-term goals.
- Pinot Noir
- Taste: Now, let’s savor a smooth Pinot Noir, known for its complexity and longevity.
- Wealth Lesson: This wine represents your Longevity Bucket—what are your financial goals for the next 4-10 years? Explore more aggressive investment options and strategies to grow your wealth over time.
- Cabernet Sauvignon
- Taste: Sip on a bold, full-bodied Cabernet Sauvignon—this wine only gets better with age!
- Wealth Lesson: Discuss your Legacy Bucket—what are your goals for 10+ years and beyond? Tracy will share tips on creating a lasting legacy, whether through charitable giving, using life insurance for estate planning, or other smart wealth-building strategies.
Wrap-Up:
End the evening with a delicious charcuterie board, and the opportunity to relax, network, and chat with fellow attendees. The perfect ending to an informative and fun evening!
Whether you love wine or not, we’ve got you covered with a variety of beverages and plenty of opportunities to connect.
Don't miss out on this memorable evening of learning, laughter, and networking. Mark your calendars and come get inspired about your financial future—no corkscrew needed!
2025 Sponsors
Annual Sponsor: Sklar Furnishing
Presenting Sponsor: Clearlyderm Dermatology
Marketing Sponsor: Shore Chiropractic
Philanthropy Sponsor: Habitat for Humanity Greater Palm Beach County
Table Sponsor: Grimes Events & Party Tents
Partner Sponsor: Kinetix Wealth Group
Hospitality Sponsor: Prime IV Delray
