Workshops & Events

Learn with us, in person and online.

Financial education events hosted by Essential Trust Financial. Check back for upcoming dates.

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Wealth & Wine: A Money Happy Hour for Women, Newport Beach, California. A glass of red wine on a marble table overlooking the harbor at sunset.

October 14, 2026 · 5:30 PM to 7:30 PM PT

Wealth & Wine: A Money Happy Hour for Women in Newport Beach

An evening for women who want to feel confident with their money. Real conversation, great women, and no jargon, no judgment. Your first glass of wine is included. Educational and social, with no pressure and no pitch.

In person, CUCINA enoteca Newport Beach, 951 Newport Center Drive, Newport Beach, CA 92660

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Money & Matcha: A Morning for Women Who Mean Business. A matcha latte in a ceramic cup on a marble table beside a notebook and fresh flowers.

October 20, 2026 · 7:30 AM to 9:30 AM ET

Money & Matcha: A Morning for Women Who Mean Business

A morning in Charlotte for driven women to connect over matcha or coffee and get smarter about their money, and still make it to work on time. Your first drink is included. Educational and social, with no pressure and no pitch.

In person, Coco and the Director, 100 West Trade Street, Charlotte, NC 28202

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Wealth & Wine: A Money Happy Hour for Women, Buckhead, Atlanta. A glass of red wine on a marble table with the Atlanta skyline at night.

October 21, 2026 · 5:30 PM to 7:30 PM ET

Wealth & Wine: A Money Happy Hour for Women in Buckhead

An evening in Buckhead for driven women to connect, sip, and get smarter about growing and protecting their wealth. Your first drink is included. Educational and social, with no pressure and no pitch.

In person, Amalfi Cucina + Mercato, 3242 Peachtree Road NE, Suite A, Atlanta, GA 30305

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Past Events

Where we have been.

A look back at recent sessions. Watch this page for what is next.

A smiling family of three with their baby

September 24, 2026 · Past event

Trump Accounts 101: A Complimentary Educational Session for Parents

A complimentary, easy-to-follow session on how this new child savings account works, explained simply, and how it fits alongside college savings, tax planning, and your family's overall financial plan.

Virtual, link sent after registration

A jar of coins with a small plant sprouting from the top

September 22, 2026 · Past event

Understanding Trump Accounts: What Parents Need to Know Before the Deadline

A complimentary, easy-to-follow session on how this new child savings account works, explained simply, and how it fits alongside college savings, tax planning, and your family's overall financial plan.

Virtual, link sent after registration

Financial planning documents and laptops during a strategy session

September 16, 2026 · Past event

The Wealth Table: A Business Owner Conversation

A complimentary, informal conversation for business owners and executives who want to think more intentionally about where their personal finances are headed. No sales pitch, no jargon.

Virtual, Google Meet

A couple looking down at their newborn baby by a window

September 16, 2026 · Past event

Trump Accounts Explained: A Parent's Guide to the New $1,000 Child Savings Program

A complimentary, easy-to-follow session on how this new child savings account works, explained simply, and how it fits alongside college savings, tax planning, and your family's overall financial plan.

Virtual, link sent after registration

No Pressure. No Obligation.

Your plan starts with one conversation.

Schedule a complimentary call. We will talk about your goals, your questions, and whether we are the right fit. That is it.

Schedule Your Complimentary Call