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!

Wine & Wisdom in Your City

Wisdom Gained Through Experience - Building Lifelong Relationships One Family at a Time

Past Wine & Wisdom Events

Denver Zoo
Denver, CO | December 2, 2021

Guests were able to enjoy a delicious dinner and night filled with light as they wandered the Denver Zoo. The entire zoo was filled with beautiful Christmas light displays. [...]

Newport Aquarium
Newport, KY | September 10, 2021

Our guests enjoyed a beautiful evening at Newport Aquarium. With Cincinnati as a backdrop, everyone enjoyed a delicious dinner and evening exploring the wonders of the aquarium. [...]

Huber's Orchard and Winery
Borden, IN | September 9, 2021

Clients got to enjoy a beautiful evening at Huber's Orchard and Winery! Before the presentation, our guests were free to wander Huber's, pick apples, and enjoyed the end of summer weather. [...]

The Center for the Performing Arts
Carmel, IN | July 15, 2021

The beautiful Center for the Performing Arts played host to Casino Night at our July Wine & Wisdom in Indianapolis. Guests enjoyed a fun night of casino games in a gorgeous setting. [...]

Rupp Arena
Lexington, KY | December 18, 2019

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. [...]