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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

February 15, 2024

5:45p - 6:15p

Virtual Meeting Link to be provided upon RSVP

WPW/Invesco - Virtual Tequila Tasting & Capital Market Update

You’re invited! Virtual Tequila Tasting & Capital Market Update. Invesco is honored to sponsor Windsor Private Wealth’s virtual tasting and market update.

January 17, 2024

12:30p - 1:15p

Join us for In Person Lunch or via Virtual Meeting Link

Goldman Sachs: Tax Loss Harvesting Strategies - CPA Lunch & Virtual Zoom Broadcast

Taxes can't be avoided, but they can be minimized: A tax-loss harvesting strategy may help clients keep more of what they earn. Join us & Goldman Sachs on January 14th 2023, to find out how it all works and why we think a customizable separately managed account can be an effective way to potentially maximize tax efficiency.

Event Registration