Wine & Wisdom

W&W from Bell Event Centre

Feb 06, 2020

The Bell Event Centre in Cincinnati Ohio played host to one of the most stunning Wine and Wisdom events we have held! The venue was an old church with beautiful stained-glass dating back to the World’s Fair era.  It even won the award of best stained-glass windows during the Chicago World Fair. Located just north of downtown Cincinnati, it served as a great backdrop for our financial presentation on the State of the Economy.

Financial Advisor Dustin Stanley presented on where the economy is currently at and where we see the investment world heading during this volatile election year. Stanley highlighted that the market likes certainty and this year’s polarizing political landscape could serve up some bumpy roads ahead for investors in the stock market. He highlighted the importance of following the Rule of 100 — protecting a portion of your portfolio with safe investments that can’t lose money.

After dinner and the financial advice, Dylan Schoonover hosted Trivia Night for all the clients and their guests to enjoy! Turns out we have some very good trivia players in Cincinnati! Congrats to the winners, we hope everyone had a great time.

To learn more about our events be sure to visit our Wine and Wisdom page! Join us in Cincinnati or one of our many other cities in the United States.

If you have a financial planning or retirement question, give us a call at 87-SWD-GROUP (877-934-7687) or by sending an email to

Event Photos