PAST EVENTS

On April 10, 2025, Somer Taylor of Alia Wealth Partners and Sorrelle Dattel of Harkavy McDaniel Kaplan & Salomon hosted an engaging and informative Estate and Investment Essentials 101 event. Attendees had the opportunity to learn the fundamentals of estate planning and investment strategies, gaining valuable insights on how to secure their financial future.

On March 13, 2025, Alia Wealth Partners treated clients to an immersive whiskey-tasting experience, where they explored the rich history behind each pour and savored a curated selection of fine whiskeys.

On March 6, 2025, Alia Wealth Partners organized a charcuterie board-building night, inviting clients to explore the art of arranging, tasting, and pairing a variety of cheeses with wine from experts at Grey’s Fine Cheeses,

On March 4, 2025, Alia Wealth Partners hosted an evening at Seasons 52 featuring Matt Emmanuel from Protective Life, who shared insights on 'Understanding Social Security.’

On February 25, 2025, Alia Wealth Partners once again sponsored the Daily Memphian's Women & Business Seminar at the Memphis Botanic Garden. This seminar event highlighted inspiring women business leaders who are catalysts for change in their industries.

On December 6, 2025, we had a great time celebrating our clients at this year’s Giving Thanks Luncheon! Your trust and support mean the world to us, and we’re so grateful for the opportunity to grow together.

On August 24, 2024, Lindsey and Somer attended LPL’s Focus Conference in San Diego, California.This conference specializes in networking and learning opportunities for leaders in the financial industry. 

On June 24, 2024, Alia Wealth Partners took part in the annual Germantown Area Chamber of Commerce Golf Classic at Windyke Country Club. The tournament fosters connections between businesses and individuals while promoting friendly competition.

On June 24, 2024, Alia Wealth Partners proudly sponsored the biannual Le Bon Appetit fundraiser! With over 30 top chefs offering 'great food for a great cause,' the event has raised over $1 million for Le Bonheur Children's Hospital since its inception. We loved supporting this amazing cause and witnessing the incredible talent in Memphis.

On June 1, 2024, Alia Wealth Partners invited clients and their furry friends to a summer kickoff Client Open House and Pet Photo Day. Treats were had by all! 

On February 28, 2024, Alia Wealth Partners proudly sponsored The Daily Memphian’s 2024  Women and Business Seminar. This series focused on women professionals who are driving change in their industries.

Alia Wealth Partners hosted a Memphis Women in Medicine event at Hen House on November 17. This gathering provided women in medicine with the opportunity to connect and celebrate our partnership with the Memphis Medical Society.

In the holiday spirit, Alia Wealth Partners hosted its annual Holiday Toy Drive from December 4 to December 8, 2024. Thanks to the generosity of our wonderful clients, we were able to collect gifts to distribute throughout the Mid-South.

Everyone had a great time at Alia’s annual Fall Festival. Clients of all ages came together to enjoy pumpkin painting, food trucks, games, music, and more!

Alia Wealth Partners, was honored to be a sponsor of the Memphis Bar Association's Bench Bar Conference – the region’s premier gathering of legal professionals. Each year, lawyers and judges from the Memphis area have congregated in Point Clear, Alabama for networking and education from some of the top experts.