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

Churchill Downs
Louisville, KY | June 5, 2021

Churchill Downs hosted our first Louisville Wine & Wisdom of 2021, and it was a very special afternoon. Our clients enjoyed an entire afternoon at the iconic horse track! [...]

West Chester Township, OH | June 4, 2021

TopGolf hosted our first Wine & Wisdom in Cincinnati in 2021, and our guests had a blast! [...]

Canal 337
Indianapolis, IN | June 3, 2021

The beautiful Canal 337 hosted our first Wine & Wisdom of 2021 in Indianapolis. Our clients were treated to a great time featuring a dueling piano performance! [...]

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. [...]