Wine & Wisdom

Carlson Financial began hosting these events when Carl noticed we would invite prospective clients to an informational seminar, buy them a nice dinner, they would come in for a couple appointments, become a client and then we never gave them a nice meal again. At Carlson Financial, we consider our clients family and that means treating them like family! Beyond providing dinner (and drinks!), our Wine & Wisdoms give us the opportunity to spend some quality time with our clients, meet their guests, and socialize outside of the office. We look forward to each and every one of them!

See below for the upcoming Wine & Wisdom dates and locations.

We hope to see you there!

Sign up here for the next Wine & Wisdom Event

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%.

Be on the lookout for Wine & Wisdom coming to Virginia Beach and Colorado Springs soon!!

Carlson, Investment Management, Virginia Beach, VA