Jeffrey C. Simon, CFP

Vice President - Investments

Wine, Women and Wealth Events

Jeff has been hosting Wine, Women and Wealth events in Chicago for the past seven years. Over 300 women have attended one of Jeff's events. Jeff has also presented Wine, Women and Wealth events for the Women's Bar Association of Illinois, The Black Women's Lawyers Assocation and Navigant Consulting.

Jeff is very passionate in getting women more engaged in their financial life by motivating and educating women to provide them with options and solutions so women become more empowered in all aspects of their life. jeff hosts wine, Women and Wealth events

Wine, Women and Wealth

Be part of an intimate group for an evening of socializing, connecting and learning

  • Make meaningful connections
  • Become more financially savvy by discussing issues
  • Learn to live and work the way you want
The evening format will include time for people to get to know each other and an interactive discussion on a topic that affects you and your loved ones

Jeff tries to keep the audience to no more than fifteen women. From Jeff's events, women have made their own connections and met later either for personal or business.

If you would like to be added to the distribution list, please email jeff at jeff.simon@wfadvisors.com.

If you would like Jeff to present a Wine, Women and Wealth event to your organization or for you and your group of girlfriends, please email jeff at jeff.simon@wfadvisors.com.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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