Event Recap


Merry Christmas! Kicking off the Christmas season in Cincinnati was an excellent start to our Wine and Wisdom events for the month. Clients and their guests were welcomed to the Cincinnati Playhouse in the Park for the historic showing of A Christmas Carol.

Wisdom Topic


While guests enjoyed a delightful Italian dinner, financial advisor Dustin Stanley presented on the importance of estate planning. Understanding how to properly have your affairs in order for your children and grandchildren was the focus. 

This Cincinnati event is the second longest consecutive showing of a Christmas Carol in the United States. Prior to the play beginning, we welcomed our clients down the red carpet for photos (see below) and then inside for a special financial presentation by Dustin Stanley.

The team offered a digital solution that allowed guests to complete all their documentation digitally so that they didn’t have to carry around their wills, trusts and beneficiary documents in a awkward safe.

For guests and clients alike, we say thank you for attending our Wine & Wisdom event! We hope you garnered some financial wisdom from the evening, enjoyed some wine and were delighted by the cast of A Christmas Carol.  If you would like to attend a future Wine & Wisdom in Cincinnati or another one of our cities simply visit our Wine And Wisdom page to see all the upcoming dates across the country!

If you have a financial planning or retirement questions, reach out to us at 87-SWD-GROUP (877-934-7687) or shoot us an email to Info@SWDGroup.com and we will be happy to help!


Thanks to everyone who came out and made this event such a success. Check out our next event, or view more photos below.