Wine & Wisdom

W&W from Louisville Water Tower

Sep 06, 2019

Our latest Louisville event, Casino Night at the Louisville WaterWorks Museum, was a night to remember! Guests experienced beautiful views of the Ohio River, retirement planning tips, and casino entertainment.

The night began with delicious food and conversations with our financial planners and SWD staff. Dealin’ DeLessio even treated everyone to some magic. Cooking, magic, financial planning… what CAN’T Rob do? We also learned some interesting facts while touring the newly renovated museum. For instance, did you know that when water was first pumped in Louisville, residents complained it lacked taste and flavor? How times have changed!

While guests enjoyed dinner, CEO Matt Dicken presented his wisdom topic of the evening: how to maximize insurance benefits while minimizing cost. He also provided tips on Medicare planning, long-term insurance, and property casualty insurance.

After dinner and Matt’s presentation, guests enjoyed the stunning sunset while trying their hand at casino games. Blackjack, roulette, and poker made up just part of the fun! Prizes were awarded to our top 3 chip winners for the night.

We are so glad we could spend a memorable event with such great clients! Join us for future events in Louisville. Visit our Wine and Wisdom page to stay up to date on where we’ll be next!

If you want to learn more about retirement planning or wealth management, send an email  to or call us at 87-SWD-GROUP (877-934-7687).

Event Photos