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!
For our Christmas Wine & Wisdom in Louisville, we played Singo with our guests at Huber's Orchard and Winery! It's like Bingo, but with music. Additionally, Santa made a special appearance to snap some photos of our guests! [...]
For our Christmas Wine & Wisdom in Indianapolis, we took our guests to the Eiteljorg Museum for Jingle Rails, an incredible model train wonderland. [...]
For our Christmas Wine & Wisdom in Denver, we returned to the Denver Zoo for a holiday tradition - Denver Zoo Lights! After dinner and a presentation, guests were able to explore an illuminated winter wonderland. [...]
For our Christmas Wine & Wisdom in Cincinnati, we treated our guests to Cirque Dreams Holidaze, a spectacular performance at the Aronoff Center. [...]
For our Christmas Wine & Wisdom in Lexington, KY, our clients and guests got a tour of Rupp Arena, allowing them a behind the scenes tour of Kentucky Wildcat history! [...]