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At Simple Society, we get it- learning about finance and insurance is boring. That’s why we’ve created our educational series ‘Vin & Fin’. We partner with a local sommelier to teach you, your office, or a group of friends about the world of wine. In between each flight, we pair the perfect financial or insurance concept in a way that’s easy on the palette.We hate jargon. We love educating and empowering our clients so they can make informed decisions.. whether it’s choosing a great Cabernet from Sonoma or the difference between a traditional or Roth IRA. Reach out today if you're interested!
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