Event Recap


Rupp Arena was the sight of our December Wine and Wisdom event in Lexington. Christmas music played, the red carpet was rolled out and the biggest Cirque Du Soleil show to come through in 2019 awaited our clients! It was exciting to see all our clients getting to meet and interact with our team.

Wisdom Topic


Founder & CEO Matthew Dicken presented about estate planning. He shared the importance of wills, trusts and beneficiaries being aligned correctly.

He advocated for our financial clients to consider an all digital option for their legal documents so they can avoid carrying around a bulky safe with documents that can easily become outdated. When you do it digitally you can easily go back in and modify your end of life documents as you need.

After talking with everyone, clients were entertained by Cirque Du Soleil’s Holidaze Christmas performance. Acrobats, contortionists and other death-defying acts performed in a Christmas themed show! Merry Christmas to all our clients in Lexington and we hope you had a wonderful time.

To learn more about our events be sure to visit our Wine and Wisdom page! Join us in Lexington, Kentucky or one of our many other cities in the United States.

If you have a financial planning or retirement question, give us a call at 87-SWD-GROUP (877-934-7687) or by sending an email to Info@SWDGroup.com


Thanks to everyone who came out and made this event such a success. Check out our next event, or view more photos below.