Churchill Downs

Event Recap

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For our summer Wine & Wisdom in Louisville, we returned to historic Churchill Downs. After lunch and a presentation, clients were able to spend a thrilling day at the races!

Wisdom Topic

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Financial advisor Rob De Lessio shared three tips on overcoming inflation: diversifying your portfolio, using part of your emergency fund, and increasing your income.

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.

Media

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