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Looking To Become More Financially Fit?

Attend an upcoming webinar!

Upcoming Webinars:


"Designing Your Financial Life Plan™" with Gideon Drucker, CFP AIF

When: Tuesday, October 27th at 6:00pm

Register Now



Interested In Hosting A Webinar For You and Your Coworkers?

CALL US TO LEARN MORE TODAY

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You Like to Have Fun, and So Do We.

That’s why we combine a fun night out with financial education to help people like you get excited about planning your financial future. We know you don’t want to spend your evenings pouring over numbers and graphs, that’s why we bring financial planning to life through events you'll actually look forward to attending. You didn’t think financial education would pair so well with a dry red, did you?

Our Financial Classes Include

Wine Tasting

Cooking

Comedy

Professional Poker

Cycling


Which Financial Education Program Is Right For Your Group? 

H.E.N.R.Y. Syndrome™ Program
Bag Lady Syndrome Program
Our H.E.N.R.Y. Syndrome program is geared toward young professionals, or as we say, H.E.N.R.Y.s (High Earners, Not Rich Yet). Our program is designed to help educate individuals to started on the right path to financial freedom. Ideal Audience: Our Bag Lady Syndrome events are designed for women going through major life changes, including preparing for retirement, going through a divorce, widowhood, changing jobs and more.  Ideal Audience:
  • Typically ages 25-40
  • Beginner-intermediate experience with investing
  • Appetite to take control of their financial future
  • Typically women ages 30+
  • Any level of experience with financial planning & investing
  • Women with the passion to design their own financial future


Interested In Hosting An Event For You and Your Family, Friends or Coworkers?

CALL US TO LEARN MORE TODAY


Where We've Presented: 

Uber NYC Headquarters
Compass 
WeWork Headquarters
Cadwalader, Wickersham & Taft
Uber San Francisco Headquarters
High Snobiety US Headquarters
Haddad Brands
The Lindley
Diesel
AirBnb


Our events are anything but boring! Check out the photos below for a behind-the-scenes look at all of the fun we have!