Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 28, 2025
5:00p - 9:00p
Cincinnati Distilling
New Year Client Dinner- Rescheduled
Center for Wealth Management Invites you to join us for a client dinner at Cincinnati Distilling with a special market update from Nate Carlson with First Trust Portfolios. Nate Carlson, First Trust, is not affiliated with or endorsed by LPL Financial and Center for Wealth Management. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
January 12, 2020
4:00p - 9:00p
Montgomery Inn Boathouse
New Year Client Dinner
Let's celebrate the New Year together! Center for Wealth Management Invites you to join us for a client dinner at Montgomery INN Boathouse with a special market update from Nate Carlson with First Trust Portfolios.
February 2, 2019
4:00p - 9:00p
Montgomery INN Boathouse
New Year Client Dinner
Let's celebrate the New Year together! Center for Wealth Management Invites you to join us for a client dinner at Montgomery INN Boathouse with a special market update from Nate Carlson with First Trust Portfolios.
February 2, 2019
4:00p - 9:00p
New Year Client Dinner - Updated!
Let's celebrate the New Year together! Center for Wealth Management Invites you to join us for a client dinner at Montgomery INN Boathouse with a special market update from Nate Carlson with First Trust Portfolios.
December 8, 2018
9:00a - 12:00p
Center for Wealth Management
Breakfast with Santa
Join us for Breakfast with Santa! Bring your children and grandchildren to meet Santa, enjoy breakfast and have a photo taken with the man himself.