Event Recap


Clients enjoyed a delicious dinner and had a chance to meet Santa! After the presentation, everyone was treated to a magical performance of A Christmas Carol.

Wisdom Topic


Financial Advisor Mike Reeves talked to clients and their adult children about the importance of Succession Planning. No one likes to think about these things, but it's important to make sure you have a plan in place. Reeves provided tips and resources to help clients create such a plan.

In addition to the play itself, CMO Dylan Schoonover brought out the incredibly talented Deon Fisher, a self-taught pianist who plays by ear. He performed some holiday classics for the crowd. Dylan also took a few minutes to introduce the amazing team at our Indianapolis office.

Event photography courtesy of Cait Nickel Photography (Instagram | Facebook).

To learn more about our events, visit our Wine and Wisdom page! Join us for our next event in your city, or one of our many other cities across 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.