Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
February 27, 2025
5:45p - 6:30p
Virtual Meeting Link to be provided upon RSVP
Exclusive Virtual Bourbon Tasting & Capital Market Update – Join Us on February 27th!
You're invited! Virtual Bourbon Tasting & Capital Market Update, proudly sponsored by New York Life Investments in partnership with Windsor Private Wealth. Join us for an exclusive tasting experience paired with valuable market insights.
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.