Workshops, conversations, and ideas worth showing up for.
We host events that go beyond the surface — tax strategy workshops, retirement planning sessions, and conversations about the decisions that actually move the needle. Open to clients and the broader community.
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I didn't expect to leave a tax workshop with a deeper understanding of how it all connects to our retirement and estate plan. It clicked in a way it never had before.
— Client of Tailwinds WealthEducation First.
Financial decisions improve when people understand their options — and how those options fit together. That’s why we host ongoing educational conversations for clients and guests throughout the year.
Not sales presentations.
Conversations designed to bring clarity to complex topics—so people can think clearly before they act.
Not product pitches.
Most people don’t lack intelligence. They lack coordinated information.
Upcoming Conversations
Taxes & Estate Planning
A focused conversation on coordinating taxes and estate planning. Explore how strategic tax decisions align with your long-term estate goals and navigate the complexity of comprehensive planning.
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Estate Planning
A thoughtful exploration of estate planning—what it encompasses and why it matters regardless of your net worth. Covering wills, trusts, powers of attorney, and how to think strategically about your legacy.
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Estate Planning
A thoughtful exploration of estate planning—what it encompasses and why it matters regardless of your net worth. Covering wills, trusts, powers of attorney, and how to think strategically about your legacy.
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Taxes in Retirement
A focused conversation about taxes in retirement—how different income sources are taxed, Roth conversion strategy, withdrawal sequencing, and how tax decisions coordinate with Social Security and Medicare.
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Retirement Planning
An engaging conversation about retirement planning—what it looks like when all the pieces work together. We'll discuss income sequencing, healthcare, Social Security strategy, and the behavioral side of transitioning from accumulation to distribution.
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Estate Planning
A thoughtful exploration of estate planning—what it encompasses and why it matters regardless of your net worth. Covering wills, trusts, powers of attorney, and how to think strategically about your legacy.
Learn more →
Estate Planning
A thoughtful exploration of estate planning—what it encompasses and why it matters regardless of your net worth. Covering wills, trusts, powers of attorney, and how to think strategically about your legacy.
Learn more →Topics We’ve Covered
Private Client Gatherings
From time to time, we host smaller, invitation-only gatherings for families and business leaders navigating more complex decisions. These aren’t networking events. They’re private conversations among peers — about leadership, investing, transition, generosity, and long-term impact.
If that environment would serve you, let us know.
When you attend a Tailwinds event, you can expect:
Interested in Joining an Upcoming Event?
Whether you're curious about an upcoming workshop or want to be notified when new events are announced, we'd love to hear from you.
