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

Waterfront Botanical Gardens
Louisville, KY | July 17, 2021

The beautiful Waterfront Botanical Gardens played host to Trivia Night at our July Wine & Wisdom. Guests were able to explore the gardens and then enjoy some friendly competition as they tested their trivia knowledge. [...]

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. [...]

West Chester Township, OH | June 4, 2021

TopGolf hosted our first Wine & Wisdom in Cincinnati in 2021, and our guests had a blast playing golf and hanging out with our team. [...]

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. [...]