Wine & Wisdom

What is Wine and Wisdom?

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.

Chief Marketing Officer Dylan Schoonover says that Strategic Wealth Designers will always go beyond any expectation the client may have before attending a Wine and Wisdom event.

“The joy of hearing our clients’ stories and interacting with them at these events is what makes it so special for our team. Every event is met with such excitement! We’ve had waitlists in the hundreds for the experiences we put together,” Schoonover says. “The best feedback is when folks who have lived in an area all of their lives and never knew the location of the event even existed! It’s like we get to take people on a tour of their city and showcase the best of what each has to offer!”

Every Strategic Wealth team member from the area attends the event to be able to meet and interact with clients. Sharing stories, experiences and learning about each other on a deeper level is what makes Wine and Wisdom events so much fun. During the course of the night, one of our financial advisors will give a short presentation on a precise financial topic of interest like tax planning, Social Security or understanding ROTH conversions. Clients can ask questions during the discussion or 1 on 1 with a financial advisor after the presentation.

Each location is a new adventure and the food options change every event as well. Events Director Laura Fleenor says surprises and fun details are what make her team’s experience unique each time.

“It’s so much fun to be part of planning these events where hundreds of people are going to have a wonderful experience. Every Wine & Wisdom is different and every state’s venues are so unique,” Fleenor says. “Across all of our locations nationwide, I find it so rewarding to know we’ve made a client’s night by hosting an amazing event!”

If you have a question, wish to learn more or want to attend an upcoming Wine and Wisdom event, reach out to us at RSVP@SWDGroup.com or by calling us at 87-SWD-GROUP (877-934-7687).