Events

Please join us for an exclusive event of fine cuisine and financial enlightenment. Our program combines intrigue, sophistication, and financial prowess. We will explore how affluent families can navigate the treacherous waters of wealth management while minimizing risks and maximizing growth. You will be both shaken and stirred by the insights we share.

Recently in June, Jim Moniz, MSFS, and Dr. Kate Leonard, were pleased to host a James Bond-themed dinner workshop, "Licensed to Thrive: Risk