Strategic Wealth Designers Hosts Fun-Filled Event Series With a Focus on Financial Planning
Financial management firm Strategic Wealth Designers will host their next "Wine & Wisdom" event, an educational and entertaining evening for retirees, on Friday, Oct. 18 at Huber's Farm & Winery.
LOUISVILLE, Ky., Oct. 1, 2019 /PRNewswire-PRWeb/ -- Strategic Wealth Designers, an independent financial services firm based in Louisville, Kentucky, is offering an exciting educational event series for those entering retirement. "Wine & Wisdom" events give clients and prospective clients an introduction to financial planning in an environment that's relaxed and enjoyable. The next Wine & Wisdom will take place on Friday, Oct. 18 at Huber's Farm & Winery, located in Southern Indiana.
Open to current clients, as well as anyone interested in learning how to plan for their future, the evening will include fun fall festivities like apple picking, walking through pumpkin patches, and wine tasting. A complimentary open bar & buffet will be provided, and guests will enjoy an opportunity to meet the Strategic Wealth Designers team.
"No other firm in the industry hosts an event like Wine & Wisdom," says Dylan Schoonover, Chief Marketing Officer. "We offer the most transparent experience for those curious about our financial services. With these events, we want to emphasize that Strategic Wealth Designers see our clients by a relationship-based interaction, not a transaction."
No two Wine & Wisdom events are alike; from ziplining to stomping wine grapes, to competitive trivia nights to off-Broadway shows, every Wine & Wisdom event offers a new experience and a fresh, informative discussion topic relevant to today's financial climate. Wine & Wisdom events are held every six weeks in each of their markets, which include Kentucky, Indiana, Ohio and Colorado.
"At Wine & Wisdom, clients have the opportunity to see our firm in a different light," says Matt Dicken, Founder & CEO. "Not only do they get an education on a variety of different topics, but they can meet face-to-face with our advisors, bond with other clients, hear direct testimonials from other clients on how Strategic Wealth Designers has helped them prepare for their future."
Strategic Wealth Designers is a financial management firm working to help both retirees and pre-retirees on the path toward a more confident financial future. The skilled team of financial advisors and retirement planners at Strategic Wealth Designers are committed to helping individuals achieve their ideal retirement. The firm's simplified process breaks down retirement planning into three easy steps: discuss, evaluate, and plan. For more information about any of Strategic Wealth Designers' financial services, visit swdgroup.com.
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SOURCE Strategic Wealth Designers
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