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!
Indianapolis is home to the Indy 500 and it also houses the newest gem in Downtown Indy known as the Silo Auto Club. Indianapolis clients showed up in full force for the Wine & Wisdom on March 13th, so many that we even needed to bring in additional seating for our financial planning event. [...]
Take a step back in time when entering the American Sign Museum. Cincinnati Ohio holds one of the most interesting event centers you will come across in the United States with this little gem on the west side of the city. The sign museum served as a perfect location for Wine and Wisdom. [...]
Rupp Arena was the sight of our December Wine and Wisdom event in Lexington. Christmas music played, the red carpet was rolled out and the biggest Cirque Du Soleil show to come through in 2019 awaited our clients! It was exciting to see all our clients getting to meet and interact with our team. [...]