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

Huber's Orchard and Winery
Starlight, IN | December 8, 2022

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! [...]

Eiteljorg Museum
Indianapolis, IN | December 7, 2022

For our Christmas Wine & Wisdom in Indianapolis, we took our guests to the Eiteljorg Museum for Jingle Rails, an incredible model train wonderland. [...]

Denver Zoo
Denver, CO | December 6, 2022

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. [...]

Aronoff Center - Fifth Third Bank Theater
Cincinnati, OH | December 2, 2022

For our Christmas Wine & Wisdom in Cincinnati, we treated our guests to Cirque Dreams Holidaze, a spectacular performance at the Aronoff Center. [...]

Rupp Arena
Lexington, KY | December 1, 2022

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! [...]