Wine & Wills: Pouring Into Your Future 7.29.26
Good wine, great company, and the financial and estate planning conversations you’ve been putting off — finally made easy.
Join Berlin Patten Ebling Estate Planning Attorney Matthew Pryor and Andrew Gehring of Sarasota Private Trust Company for a relaxed happy hour event designed to help you protect your family, your assets, and your future. Whether you’re just starting to save or approaching retirement, this is your opportunity to get real, practical insights in a setting that feels nothing like a seminar.
Andrew Gehring will break down the basics of Roth IRA conversions — how they work, when they make sense, and how to build a tax-efficient path toward retirement at any stage of life. Matthew Pryor will be on hand to answer your estate planning questions and help you understand how proper planning can protect everything you’ve worked for.
What’s in store:
- Complimentary wine, cocktails & light bites
- Roth IRA conversion basics and retirement strategies with Andrew Gehring
- Estate planning insights with Attorney Matthew Pryor
- Exclusive networking in a relaxed, welcoming setting
Open to the public | Free to attend | Registration required
📅 July 29, 2026 | 3:00 – 5:30 PM
📍 Berlin Patten Ebling – St. Petersburg Office
525 1st Avenue North, St. Petersburg, FL 33701
