Wine & Wisdom

Because Carlson Financial values the health and safety of all our clients, prospective clients and staff, we have chosen to CANCEL our Wine & Wisdom events indefinitely in all four office locations.

We are currently working hard to continue providing you with timely market updates and Carl’s CWISDOM during this time. Information on resuming Wine & Wisdom client events will be communicated via email. If you are not already receiving our emails, now is a great time to contact us and get on our list.

We appreciate your understanding and call us at 844-CARLSON if you have any additional questions.

Stay up to date with any upcoming details

What you can expect at each Wine & Wisdom event:

Dinner and drinks on us!

We provide dinner and drinks – you just bring your appetite! If you don’t drink wine, that’s fine; we also offer beer, non-alcoholic beverages, and sometimes even specialty cocktails. Our clients enjoy the social aspect of these events as many of them are now good friends. Several of our clients have even gone on cruises together!

Educational presentation from CEO & Founder, Carl Carlson

You can’t have a Wine & Wisdom without the wisdom! Carl gives a 20-30 minute presentation that educates and informs our clients on current financial matters; building their confidence in our planning. This also gives prospective clients another chance to hear Carlson Financial’s philosophies, viewpoints, etc.
Some past topics include: Tax Planning, Mortgages in Retirement, and Long Term Care Insurance. Every year Carl also presents a Semi-Annual and Annual State of the Economy address.

Something FUN!

Each Wine & Wisdom includes some element of fun and/or entertainment for our clients and their guests.
Some previous venues include the Evel Knievel Museum in Topeka and Dover Hall in Richmond.
We have featured line-dancing lessons, magic shows, trivia contests, and more. These events are a lot of fun to plan and we are always looking for new, creative ideas to implement. Please feel free to give us venue/entertainment suggestions if you’ve got ‘em!

Bring a friend!

We offer our clients the opportunity to bring guests that could benefit from Carlson Financial’s unique, personalized planning. Our Wine & Wisdoms are a great chance to sit down at the table with our current clients and ask them, “How do you like Carlson Financial?”, “What has your experience with them been like?”, “Are you happy with your Plan?”, and so on. We strive to be transparent and these events are a great way to meet our clients and see why our client retention rate is over 99%.

There are no upcoming Wine & Wisdoms at this time

Richmond Christmas Wine & Wisdom!

You're Invited! In order to have enough food, drinks, seats, etc. for this event, it is very helpful to have an accurate headcount. If you plan on attending, please click here or anywhere below to sign up. Dress attire is preferred, but not required. We appreciate it...

Carlson, Investment Management, Virginia Beach, VA