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Events

Upcoming Events

June 28, 2024

11:45a - 1:30p

Sedona Taphouse

Lunch & Learn with Legacy Wealth at Sedona Taphouse Friday, June 28th!

Limited to a small group, we hope this will be wonderful opportunity to network, share experiences, and learn in a relaxed setting. Join us on Friday, June 28th from 11:45 AM - 1:30 PM at Sedona Taphouse (Palomar Location). Please register as soon as possible. Seating is limited. We will be having lunch in Sedona's Private Dining Room. https://sedonataphouse.com/menu/

Past Events

March 8, 2024

11:45a - 1:30p

Bronte Bistro

Lunch and Learn with Legacy Wealth at Bronte Bistro!

Limited to a small group, we hope this will be wonderful opportunity to network, share experiences, and learn in a relaxed setting. Join us on Friday March 8th from 11:45 AM - 1:30 PM at Bronte Bistro located inside of Joseph-Beth Booksellers. Please register as soon as possible. Seating is limited to 20. We are excited to see many of you there!

February 22, 2024

6:30p - 8:30p

The Campbell House

2024 Kickoff ALL Client Event!

Save the date: Thursday February 22nd, 6:30 - 8:30 PM. We are so excited to kick off 2024 with our ALL-Client Event at The Campbell House in Lexington, KY. Enjoy dinner, drinks and socializing with you and a guest on us! John and Josh will share market insights, financial trends, and thoughts about Washington since it's an election year. But mostly we want this evening to be a time of reconnecting with many of you! Please RSVP by 2/17 or as soon as possible to reserve your seats.

August 24, 2023

6:00p - 8:00p

J. Render's Southern Table & Bar

August 24, 2023

6:00p - 8:00p

J. Render's Southern Table & Bar

Event Registration


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