Events

Want to know more about who we are and how we can help you? Attend our next event! We’d love for you to experience what Preferred Planning Services is all about.

We hold a variety of workshops, seminars and client-appreciation events to help you plan for the different financial aspects of your life.

July

Thursday, July 16, 2026 at 10:00 a.m. – Alexandria, KY – Lavin

The Bridge Church
7906 Alexandria Pike
Alexandria, KY 41001

Thursday, July 23, 2026 at 10:30 a.m. – Cincinnati, OH – Lavin

Northside Branch Library
4219 Hamilton Ave.
Cincinnati, OH 45223

Thursday, July 23, 2026 at 1:00 p.m. – Galloway, OH – FEP

Prairie Township Community Center
5955 West Broad St.
Galloway, OH 43119

Thursday, July 30, 2026 at 11:30 a.m. – Vandalia, OH – Lavin

Vandalia Branch Library – Community Room
330 S Dixie Dr.
Vandalia, OH 45377

August

Tuesday, August 4, 2026 at 1:00 p.m. – Westerville, OH – FEP Preferred

Westerville Public Library – Meeting Room A
126 S. State Street
Westerville, OH 43081

Thursday, August 6, 2026 at 1:00 p.m. – Loveland, OH – Lavin

Cincinnati & Hamilton County Public Library – Loveland Branch Library Meeting Room
649 Loveland Madeira Road
Loveland, OH 45140

Tuesday, August 11, 2026 at 10:30 a.m. – Upper Arlington, OH – FEP Preferred

Upper Arlington Public Library – Tremont Road Branch-Meeting Room B
2800 Tremont Road
Upper Arlington, OH 43221

Thursday, August 13, 2026 at 10:30 a.m. – Cincinnati, OH – Lavin

Cincinnati & Hamilton County Public Library – Blue Ash Branch Library Meeting Room
4911 Cooper Road
Cincinnati, OH 45242

Thursday, August 20, 2026 at 1:00 p.m. – Amelia, OH – Lavin

Clermont County Public Library – Amelia Branch
58 Maple Street
Amelia, OH 45102

Wednesday, August 26, 2026 at 10:00 a.m. – Groveport, OH – Preferred

Columbus Metropolitan Library – Southeast Branch
3980 S. Hamilton Road
Groveport, OH 43125

Thursday, August 27, 2026 at 10:00 a.m. – Southgate, KY – Lavin

Southgate Community Center – The Small Hall
301 West Walnut Street
Southgate, KY 41071

Thursday, August 27, 2026 at 1:30 p.m. – Cambridge, OH – Preferred

Guernsey County Library – Crossroads Branch
63500 Byesville Road
Cambridge, OH 43725