Upcoming events

Ladies Luncheon with author Neale Godfrey!

Join us for an inspiring afternoon with Neale Godfrey -- trailblazing financial expert, bestselling  author, and champion for women's economic empowerment. We'll enjoy a delicious lunch  together while exploring her extraordinary career, life lessons and her new, empowering book: Get Off Your Assets.

About the book:
In Get Off Your Assets, Neale tackles the realities of gray divorce -- the term for divorces that  happen typically after age 50. She offers frank, compassionate, and practical advice to help women navigate the emotional and financial challenges of starting over. And here's the best part: despite the subject matter, Neale is known for her quick wit and hilarious storytelling, making even the toughest topics engaging, relatable, and surprisingly uplifting.

Bring a friend! This is a wonderful opportunity to share good food, great company and thought-provoking conversation.

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Harvest Seasonal Grill

24 September, 202512:00 PM - 2:00 PM Eastern

  • Neale Godfrey

Luncheon Invitation 09.24.25

Market update and cocktail reception

Join us May 22nd for delicious food, great conversation and a market updates!  Please RSVP by May 15th.  Click the invitation link for all details.  Hope to see you there!

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Inn at Montchanin Village

22 May , 20256:00 PM - 8:00 PM Eastern

  • Mike Trudel, BlackRock
  • Tom Bowen, First Eagle
  • Bill Eberle, Thornburg

Invitation May 22, 2025

Food for thought! Cocktail reception and seminar

Together, with our special guest speaker, Robert Carey, CFA and Chief Market Strategist at First Trust Portfolios, we’ll discuss the upcoming election and market trends.  

Please join us for a special evening of good food and conversation.  Bring a friend!

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Speakers

Supporting links

The Legacy Club at Woodcrest

15 October , 20246:00 PM - 8:00 PM Eastern

  • Robert Carey, CFA

Details

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