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Retirement in Focus: Portfolio & Tax Strategies
Tue, Oct 06
|Wiens Cellars
Join us for an intimate retirement workshop designed for retirees and pre-retirees with investment portfolios of $500,000 or more. Learn how to structure your portfolio for today’s market and avoid costly tax mistakes. Wine and a curated charcuterie board will be provided.
Time & Location
Oct 06, 2026, 11:00 AM – 1:00 PM
Wiens Cellars, 35055 Via Del Ponte, Temecula, CA 92592, USA
About the event
Join us for an intimate retirement workshop designed for retirees and pre-retirees with investment portfolios of $500,000 or more. Learn how to structure your portfolio for today’s market and avoid costly tax mistakes.
Wine and a curated charcuterie board will be provided. Attendance is limited to 20 guests.
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