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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


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?


Where We've Presented: 

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

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

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

Call Us To Learn More Today