CORNELIUS NC | JUNE 25, 2025
UNCORKED! YOUR NEXT CHAPTER
REGISTER FOR YOUR FREE TICKETS TODAY!
TOTAL WINE CORNELIUS
20615 Torrence Chapel Rd #101, Cornelius, NC 28031
WHAT IS
UNCORKED! YOUR NEXT CHAPTER?
Thinking About Downsizing… But Not Sure Where to Start?
Join us for an evening of wine, wisdom, and a step-by-step plan to simplify your next move.
If you’ve lived in your home for a long time, you know it’s not just about selling a house — it’s about letting go of memories, managing a major transition, and making smart financial decisions. This event brings together local experts in real estate, finance, law, and lending to guide you through the process.
And yes — there will be wine 🍷
SPEAKERS
Expert insights from a real estate attorney, wealth advisor, loan officer, and real estate downsizing specialist
Matthew Doyle
Loan Officer
Carrie Lique
Real Estate Attorney and Estate Planning Expert
Douglas Marion
Wealth Management Expert
Sean Herndon
Real Estate Expert
Downsizing Specialist
We'll be announcing more workshops throughout the year. Click below to Stay in the Loop!
AGENDA
Thinking About Downsizing… But Not Sure Where to Start?
Join us for an evening of wine, wisdom, and a step-by-step plan to simplify your next move.
Wednesday
JUNE 25, 2025
WHAT YOU WILL LEARN
✅ Whether now is the right time to downsize
✅ What to expect financially when selling your home
✅ How to avoid the 3 biggest downsizing mistakes
✅ Legal steps to protect your equity and legacy
✅ Lending options that make the move smoother
✅ How to get a personalized transition plan
📍 Location: Total Wine – 20615 Torrence Chapel Rd #101, Cornelius, NC
📅 Date: Tuesday, June 25
🕔 Time: 5:30 PM – 6:30 PM
🎟️ Cost: FREE (seats are limited)
🎁 Bonus: Attendees receive a FREE WILL drafted by Carrie Lique, Attorney
VENUE
Total Wine is located in the Shops at Fresh Market, and features wine, beer, beverages, and cigars, along with in-store events and weekly tastings.
VENUE
The Depot Renaissance Hotel
225 South 3rd Avenue Minneapolis, MN 55401 Phone: 612-375-1700
Our inaugural conference will be held at the historic Depot Renaissance Hotel in the heart of vibrant North Loop district of downtown Minneapolis.
