Gatherings, meetups, and more for those wanting to retire with confidence
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Join us for our September Inner Circle Workshop as we dive into charitable giving and how it can fit into your year-end financial planning.
We’ll be joined by special guest Tyler Van Eps, who will share his expertise on giving strategies, along with a brief presentation from the Fiat team. We’ll cover practical considerations, opportunities to be aware of before year-end, and ways to make your giving more intentional and impactful.
Whether charitable giving is already part of your plan or something you’re beginning to explore, we hope you’ll walk away with helpful information and a few ideas to consider as we head into the final months of the year.
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Join us for our September Wine & Wisdom at Cheese Bar in Des Moines for an evening of financial education, great conversation, delicious food, and thoughtfully selected wine.
We’ll dive into a timely financial topic with the Fiat team, sharing practical insights and considerations to help you feel more informed about your financial plan. Sommelier Marcus will also join us to guide us through the featured wines, sharing tasting notes, pairings, and a little background behind each selection.
Whether you come for the financial wisdom, the wine and cheese, or a little bit of everything, we hope you’ll join us for a fun and informative evening with the Fiat community.
Wayzata, MN:
1905 Wayzata BLVD E Suite 320,
Wayzata MN 55391
St. Cloud, MN:
525 US-10 S Suite 3,
St. Cloud MN 56304
(952) 426-9116 • hello@fiatwm.com
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Fiat Wealth Management, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.