Events

  • On Cloud Wine – a casual happy hour to connect with some of the wonderful women we’ve come to know and love. We’ll enjoy conversations and connections, discussing the latest news in your industry and ours.

    Please email or call for our upcoming event dates.

    Longevity Series – An interactive panel discussions on how to improve the health, wealth, and happiness for those entering the “encore” stage of life. Join us for a delicious dinner and a lively conversation on meaningful topics/themes that will change each month. We look forward to exploring what optimal health, wealth and happiness as you age means to you.

    Date: Monthly
    Time: 6:00 PM — Registration, dinner and discussion.
    Location: La Cigale Restaurant - 253 SE 5th Ave, Delray Beach, FL 33483

    Please email or call for our upcoming event dates.

  • We host regular wine nights with clients and friends - August 2024

    We loving giving back to local charities. Anne has been a part of 100+ Women Who Care since 2012 and is co-chair of the South Palm Beach Chapter


    Client Appreciation Dinner in Delray – November 2023


    Client Appreciation Dinner in Orlando – November 2023


    Client Appreciation Dinner in Orlando – October 2023


    Client Event August 25, 2023 with an economic update by Raymond James Chief Economist, Eugenio Aleman

    Eugenio Aleman


    Client Appreciation Event in Orlando – May 2023


    Our Reunion Soiree on May 21.2021

     


    Our event to educate Environmental, Sustainable & Governance investing sponsored by a sustainable winery in Delray March 2021.


Are you ready? Let’s uncover the possibility of working together.

 

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