Planning With Purpose- Where Wealth Meets Legacy, 18 September | Event in Tacoma | AllEvents

Planning With Purpose- Where Wealth Meets Legacy

Konvex Wealth

Highlights

Thu, 18 Sep, 2025 at 04:00 pm

2 hours

Browne Family Vineyards Tasting Room

Free Tickets Available

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Date & Location

Thu, 18 Sep, 2025 at 04:00 pm to 06:00 pm (GMT-07:00)

Browne Family Vineyards Tasting Room

2508 North Proctor Street, Tacoma, United States

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About the event

Planning With Purpose- Where Wealth Meets Legacy
Join us for Planning with Purpose—an intimate evening to gain clarity, confidence & insight into wealth, estate & legacy planning.

About this Event

Planning with Purpose: Where Wealth Meets Legacy

Join us for an intimate and inspiring evening where your financial future and legacy come into focus.

Planning with Purpose is a thoughtfully curated event for individuals ready to take a more intentional approach to wealth and estate planning—from growing and protecting assets to navigating family transitions and creating lasting generational impact.

Together, Private Wealth Advisor Melissa Cournyer and Estate Attorney James Jones will share insights designed to help you safeguard what matters most, while providing the clarity, confidence, and strategies to move forward with purpose.

This evening offers more than financial insight—it’s an opportunity to connect, learn, and begin shaping the legacy you envision.

Space is limited. RSVP today to reserve your seat.


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Ticket Info

Tickets for Planning With Purpose- Where Wealth Meets Legacy can be booked here.

Ticket type Ticket price
General Admission Free
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Nearby Hotels

Browne Family Vineyards Tasting Room, 2508 North Proctor Street, Tacoma, United States
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Host Details

Konvex Wealth

Konvex Wealth

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Planning With Purpose- Where Wealth Meets Legacy, 18 September | Event in Tacoma | AllEvents
Planning With Purpose- Where Wealth Meets Legacy
Thu, 18 Sep, 2025 at 04:00 pm
Free