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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By Maura Griffin • June 1, 2023

Financial Help via Webinars We are continuing our series of online free webinars for anyone who needs help during this…
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By Maura Griffin • March 4, 2021

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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By Maura Griffin • March 23, 2020

A Talk with Modern Loss Founder Rebecca Soffer One thing I took away from an evening with author Rebecca Soffer…
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By Maura Griffin • November 6, 2018

At our recent Wine & Finance event in the New York office, we explored “Healthcare Options in Retirement” with Audrey…
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By Maura Griffin • November 16, 2017

Our theme for this quarter’s Wine & Finance event is Entrepreneurship: A Case Study. We featured Sarah Gross, founder and president…
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