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.

December

Thursday, December 4, 2025 at 10:00 a.m. – Lebanon, OH

Warren County Event Center
665 N. Broadway Street
Lebanon, OH 45036

Thursday, December 4, 2025 at 1:00 p.m. – Mason, OH

Mason Public Library
200 Reading Road
Mason, OH 45040

Thursday, December 11, 2025 at 10:00 a.m. – Independence, KY

Kenton County Public Library – Independence Branch
1992 Walton Nicholson Road
Independence, KY 41051

Thursday, December 11, 2025 at 1:00 p.m. – Ameila, OH

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

January

Wednesday, January 7, 2026 at 12:45 p.m. – Westerville, OH

Westerville Public Library
126 South State Street
Westerville, OH 43081

Thursday, January 8, 2026 at 10:00 a.m. – Ft. Thomas, KY

Campbell County Public Library – Carrico – Ft. Thomas Branch
1000 Highland Avenue
Ft. Thomas, KY 41075

Tuesday, January 13, 2026 at 12:30 p.m. – New Albany, OH

Columbus Metropolitan Library – New Albany Branch
200 Market Street
New Albany, OH 43054

Thursday, January 15, 2026 at 1:00 p.m. – Gahanna, OH

Columbus Metropolitan Library – Gahanna Branch
310 Granville Street
Gahanna, OH 43230

Tuesday, January 20, 2026 at 1:00 p.m. – Newark, OH

Cherry Valley Hotel
2299 Cherry Valley Road SE
Newark, OH 43055

Thursday, January 22, 2026 at 1:00 p.m. – Miamisburg, OH

Dayton Metropolitan Library – Miamisburg Branch
545 E. Linden Avenue
Miamisburg, OH 45342

Wednesday, January 28, 2026 at 1:00 p.m. – Reynoldsburg, OH

Columbus Metropolitan Library – Reynoldsburg Branch
1402 Brice Road
Reynoldsburg, OH 43068

Thursday, January 29, 2026 at 1:00 p.m. – Monroe, OH

Monroe Library Community Center
6 East Avenue
Monroe, OH 45050