Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
November 13, 2025
5:30p - 7:00p
Seasons 52
Blends & Trends (Wine Tasting)
How is a great wine the same as a well diversified portfolio? What are New World vs Old World wines? Which wine should you order with Dinner?
June 17, 2025
6:00p - 8:00p
Seasons 52 - City Centre
Discover the Power of Direct Indexing
Please join us, along with Russell Investments Regional Director Roman Samuels as he shares his knowledge and perspective on Direct Indexing. In this session, we will share insights on how direct indexing empowers investors with a customized portfolio to meet unique needs, wants and goals.
April 23, 2025
5:30p - 8:00p
Whiskey Cake
SOCIAL SECURITY, MEDICARE, & TAX PLANNING: What Baby Boomers Need To Know About Retirement Income
As you approach retirement, it's more important than ever to understand the role Social Security and Medicare benefits play in your overall retirement income. Poor choices through misunderstanding or ignorance of the rules can result in people paying more taxes, surcharges, and penalties than necessary. As a result, they may see their savings drop faster.
April 17, 2025
6:30p - 8:00p
Pier 36 Seafood Restaurant & Oyster Bar
SOCIAL SECURITY, MEDICARE, & TAX PLANNING: What Baby Boomers Need To Know About Retirement Income
As you approach retirement, it's more important than ever to understand the role Social Security and Medicare benefits play in your overall retirement income. Poor choices through misunderstanding or ignorance of the rules can result in people paying more taxes, surcharges, and penalties than necessary. As a result, they may see their savings drop faster.
March 25, 2025
5:30p - 7:00p
Seasons 52
Blends & Trends (Wine Tasting)
How is a great wine the same as a well diversified portfolio? What are New World vs Old World wines? Which wine should you order with Dinner?