Events

Anchin’s Women in Tech (WIT) group, The Fourth Effect and UBS hosted an intimate evening of wine tasting paired with insightful conversations on key financial planning strategies. The event featured a remarkable selection of wines produced or owned by women, highlighting the expertise and creativity of female vintners. Much like a well-structured financial plan, the wines showcased how both patience and careful timing are essential to success.

Discussions included financial topics, from short-term strategies such as tax-saving opportunities and due diligence planning, to long-term goals like retirement and legacy planning. Attendees had the opportunity to gain valuable insights from Tracy Byrnes, Financial Advisor at UBS, and Marlen Preyger, Senior Manager at Anchin, both of whom offered expert guidance to help navigate the complexities of financial planning.

It was a wonderful event, where guests enjoyed not only exceptional wines but also enriching discussions with like-minded individuals. Together, the attendees explored the intersection of wine and finance, leaving with valuable takeaways to help shape a brighter financial future.

The event was proudly presented by Anchin’s Women in Tech (WIT) group, a female-driven group designed to connect, educate, and empower women working in the technology industry. For more information on the WIT group, please contact Marlen Preyger and Shawna Thibault.