We were happy to again host our Financial Literacy Night, an evening of finance, fun, and snacks in our New…
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Wine & Finance Events
Tanglewood 2023
Once again we invite clients to join us in the beautiful Berkshires for an evening of food, wine, and music…
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Financial Literacy Zooms – Pro Bono
Financial Help via Webinars We are continuing our series of online free webinars for anyone who needs help during this…
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Financial Advice for You – And Those In Need: Pandemic Times 2020
March 23, 2020 — We are in uncharted territory, that’s for sure. As one client told me this week, “I’m…
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Wine & Finance, Fall 2018: Modern Loss and Grief
A Talk with Modern Loss Founder Rebecca Soffer One thing I took away from an evening with author Rebecca Soffer…
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Fall 2017 Wine & Finance: Healthcare Options in Retirement
At our recent Wine & Finance event in the New York office, we explored “Healthcare Options in Retirement” with Audrey…
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