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!
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.
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%.
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
Be on the lookout for Wine & Wisdom coming to Virginia Beach and Colorado Springs soon!!
Join Carl Carlson for Bingo Night at the Foundry. Bring a friend and enjoy an evening of games and prizes!
We are thrilled to bring this exclusive event to our clients on Friday, June 1st! Please note the special start time of 5:30pm. The night will feature a full tour of the TV station. You will get to meet and take some pictures with your favorite stars at WIBW. After...
Investment Advisory Services offered through CARLSON FINACIAL
1201 SW Oakley Ave, Topeka, KS 66604