Rosé & 401(k)

We get it — investing can be confusing and scary. We also know life is too short to be stressed about money. In this workshop, you'll meet other like-minded people in the Tampa Bay community, sip on rosé and learn the basics of investing in an intimate, fun, friendly, judgment-free zone.

What You'll Learn 

This a jargon-free workshop that will equip you with the basic skills needed so you can make smart investment choices to secure your future. "Investing 101: Financial Basics" will address those investing questions you have, including:

• Can I borrow from my 401(k)?
• How do I optimize my 401(k) to get the best return?
• Should I pay off my debt or invest more in my 401(k)?
• If my employer doesn't offer a 401(k), what should I do?
• I want to retire early. What are my options?
• I'm self-employed. What are my investing options?
• I'm on a #budget! How can I find money to invest?

Tickets to the event will include: 

• Access to event, which includes an interactive session on the basics of investing featuring Heather S. Saunders CRPC®
• Small, intimate event experience where you will have the opportunity to ask any question you have in a friendly, judgment-free zone
• Various rosé to sip on and enjoy (we have plenty to try!)
• Opportunity to win a gift card to Try Wine Company in DTSP
• Complimentary light bites
• Opportunity to meet and network with like-minded Tampa Bay area community members in a fun, casual environment

Schedule

Wednesday, June 26 | 6-8 p.m.

• 6-6:30 p.m. | Rosé taste testing — courtesy of Try Wine®. One lucky attendee will win a gift card to Try Wine®
• 6:30-7:30 p.m. | Investing 101 Workshop featuring Heather Saunders CRPC®
• 7:30-8 p.m. | Networking 

The Speaker

Heather S. Saunders CRPC® is a Financial Advisor with Lewkowitz Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, Inc., where she empowers clients to believe in a more confident future. Heather is a graduate of the University of Central Florida and holds Series 7 and 66 registrations as well as a Life, Health, and Variable Annuities insurance license. As a Chartered Retirement Planning Counselor℠, Heather provides personalized advice with integrity, respect, and attention to detail. Heather strives to inspire peace of mind, promotes living life in balance, and endeavors to exceed expectations while bringing more dreams within reach. Heather loves living in the Tampa Bay area and stays active locally by supporting Girls on the Run Greater Tampa Bay, the Humane Society of Tampa Bay, and The Spring of Tampa Bay. In her free time, Heather can be found spending time with her family, staying active, and enjoying the food, activities, and events that the city has to offer.

Disclosure:

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial Services, Inc., Member FINRA and SIPC. © 2019 Ameriprise Financial, Inc. All rights reserved.

The Sommelier 

Located in downtown St. Petersburg, the Try Wine Bar® features 88 Wine by the Glass selections that can be dispensed via self serve in three pour sizes directly from the many wine vending machines located in the Try Wine® Bar Tasting Room Area. At Try Wine®, you can experiment with many different wine varieties. 

The Host

Located in downtown St. Petersburg, Florida, The Penny Hoarder is a personal finance website that teaches people how to make, save and manage money. 

 Parking

There is street parking available right outside the building. In addition, there is plenty available garage parking spots — here is a map of available garage parking. 

FAQs

Are there any requirements to enter the event?

Attendees must be at least 21. Beyond that, this event is open to all genders and backgrounds. If you love sampling different wines and want to increase your knowledge around investing, then this event is for you! 

How can I contact the organizer with any questions?

Email Maryann Akinboyewa at maryann@thepennyhoarder.com