For our first Louisville Wine & Wisdom in 2023, we took our guests to the Muhammad Ali Center, where everyone was able to explore the life and story of the man many believe to be the greatest boxer of all time.
Financial Advisor Brad Gaines talked to our clients about Pontera, an exciting new tool our team can use to manage held away assets. This allows us to provide our holistic financial planning services to employer accounts such as 401(k)s, 403(b)s, and 529 accounts.
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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.
Check back soon for more details on our next Louisville Wine & Wisdom! In the meantime, enjoy this highlight video from our last event.
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