FLY FARTHER WITH Advisors Who Care

We form relationships that are different and provide financial planning services that are different because you deserve a retirement that’s different.

Wine & Wisdom

What are Wine & Wisdoms? Simply put, it’s an experience! We bring our clients together in markets all over the United States every 6 weeks to interact, enjoy a great meal, learn about a financial planning ‘Wisdom’ topic from one of our licensed financial advisors and experience an incredible event in their city!

From high-flying Cirque Du Soleil shows in Colorado, to walking the red carpet in a refurbished distillery in Kentucky, to experiencing casino night on the Ohio River, our events team is sure to wow you with a world class experience. Explore by city below to discover the next Wine & Wisdom events near you!

Louisville Wine & Wisdom

Louisville Wine & Wisdom

June 26, 2024
Speaker: Josh Smith
Denver Wine & Wisdom

Denver Wine & Wisdom

June 11, 2024
Speaker: Phillis Pilvinis