Women, Wine & Wealth - Nobody Told Me That!

Join us for a fun and informative evening as we kick off the fall season in the magical setting of Roots Garden Center!

We'll pair conversation about some of those financial topics that often come as a surprise—things many of us were simply never taught—with a hands-on fall wreath-building experience led by Marie Taylor.

From Roth vs. traditional savings and the power of starting early to IRMAA, backdoor Roths, beneficiary designations, and other financial surprises, we'll explore important topics that can impact women at every stage of life.

No boring financial lecture. No question is off limits. Just an opportunity to learn, create something beautiful, and enjoy an evening with other women.

Come sip, socialize, create - and maybe discover a few financial things that nobody told you about!

Wednesday, September 16th

4:30–5:30 PM

Roots Garden Center

2147 Poly Drive

Billings, MT

Space is limited. Please RSVP to Mindy Gunther at [email protected] by Monday, September 14th.

We hope you'll join us for an evening of wine, wealth, wreaths, and wonderful conversation!

Sarah & Kellie

Important Disclosures: Allied Investment Advisors | Fee-based Investment Management Service