Women, Wine & Wisdom

Women deserve a safe, supportive space to discuss their finances without feeling overwhelmed. That’s why we created Women, Wine & Wisdom—a relaxed event where you can connect with other women, enjoy a glass of wine, and gain financial advice.

This month, both women and men are welcome to join us for a market update from Tim Gregory, Business Development Director with SEI. The evening begins with community time, followed by a presentation and a roundtable discussion where you can ask questions and get practical, clear answers from guest professionals. Each month brings a fresh topic, but the welcoming community and valuable insights remain constant.