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We Get It. Financial Seminars Are Boring.

Instead of a traditional seminar, we host experiential education classes where we combine a fun activity with a bit of financial knowledge.

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



Professional Poker


Where We've Presented: 

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

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

Call Us To Learn More Today