Churchill Downs

Event Recap


For our summer Wine & Wisdom in Louisville, we returned to historic Churchill Downs. After lunch and a presentation, clients were able to spend a thrilling day at the races!

Wisdom Topic


Financial advisor Rob De Lessio shared three tips on overcoming inflation: diversifying your portfolio, using part of your emergency fund, and increasing your income.

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