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.
May:
Tuesday, May 4, 2021
United Methodist Church – 10:00 a.m.
2684 Columbus St., Grove City, OH 43123
Thursday, May 6, 2021
Highland Hills Church – 10:00 a.m.
638 Highland Ave., Ft. Thomas, KY 41075
Thursday, May 6, 2021
Hampton Inn Newport – 1:00 p.m.
275 Colombia St., Newport, KY 41071
Tuesday, May 11, 2021
Philip Heit Center – 1:00 p.m.
150 W. Main St., New Albany, OH 43054
Thursday, May 13, 2021
Southwest Church – 10:00 a.m.
150 Remick Blvd., Springboro, OH 45066
Thursday, May 20, 2021
Miami Twp. Civic Ctr – 10:00 a.m.
6101 Meijer Dr., Miami Twp, OH 45150
Wednesday, May 26, 2021
Nationwide Hotel & Conference Room – 10:00 a.m.
100 Green Meadows Dr. S, Lewis Center, OH 43035
April:
Tuesday, April 6, 2021
Gahanna Sanctuary – 10:00 a.m.
82 N High St., Gahanna, OH 43230
Thursday, April 8, 2021
Monroe Church of the Nazarene – 1:00 p.m.
400 Macready Ave., Monroe, OH 45050
Tuesday, April 13, 2021
Grace Evangelical Lutheran Church – 10:00 a.m.
100 E. Schrock Rd., Westerville, OH 43081
Thursday, April 15, 2021
Holiday Inn Express & Suites – 10:00 a.m.
55 Hutchinson Ave., Columbus, OH 43235
Thursday, April 15, 2021
Wingate by Wyndham Cincinnati Airport – 1:00 p.m.
605 Viox Dr., Erlanger, KY 41018
Tuesday, April 20, 2021
Holiday Inn Express & Suites – 10:00 a.m.
1101 Spring St., Zanesville, OH 43701
Wednesday, April 21, 2021
Lakeside Christian Church – 10:00 a.m.
195 Buttermilk Pike, Lakeside Park, KY 41017
Wednesday, April 28, 2021
Double Tree by Hilton – 10:00 a.m.
50 N. 2nd St., Newark, OH 43055
Thursday, April 29, 2021
The Marian Historical Venue
5975 N. Jefferson St, Burlington, KY 41005
March:
Wednesday, March 3, 2021
The Glen A. Gallagher Centre – 1:00 p.m.
1451 Gambier Rd., Mt. Vernon, OH 43050
Tuesday, March 9, 2021
Marion Knights of Columbus 671 – 1:00 p.m.
1232 E. Center St., Marion, OH 43302
Thursday, March 11, 2021
Rolling Hills Baptist Church – Fellow Hall – 1:00 p.m.
5742 Pleasant Ave., Fairfield, OH 45014
Wednesday, March 17, 2021
Nazarene Church – 1:00 p.m.
7951 Tylersville Rd., West Chester, OH 45069
Thursday, March 18, 2021
Edgewood Sr. Center – 1:00 p.m.
550 Freedom Park Dr., Englewood, KY 41017
Thursday, March 25, 2021
Blue Ash Civic League – 10:00 a.m.
9306 Town Square Ave., Blue Ash, OH 45242
Tuesday, March 30, 2021
Reynoldsburg United Methodist Church – 10:00 a.m.
1636 Graham Rd., Reynoldsburgh, OH 43068
Tuesday, March 30, 2021
Canal Winchester X Church – 1:00 p.m.
6600 Bigerton Bend Rm. 168, Canal Winchester, OH 43110
February:
Thursday, February 11, 2021
Woodside Baptist Church – 1:00 p.m.
85 W. Main St., Amelia, OH 45102
Tuesday, February 16, 2021
Reynoldsburg United Methodist Church – 1:00 p.m.
Community Center 1636 Graham Rd., Reynoldsburg, Oh 43068
Thursday, February 18, 2021
Comfort Inn & Suites – 1:00 p.m.
4200 Gantz Rd., Grove City, OH 43123
Thursday, February 18, 2021
The Bridge Church – 1:00 p.m.
7906 Alexandria Pike, Alexandria, KY 41001
Wednesday, February 24, 2021
Coshocton Village Inn & Suites – 1:00 p.m.
115 North Water St., Coshocton, OH 43812
January:
Tuesday, January 12, 2021
Otterbein Univerisity Roush Hall Room 213 – 1:00 p.m.
27 S Grove St., Westerville, OH 43081
Tuesday, January 14, 2021
Gahanna Sanctuary – 1:00 p.m.
82 N. High St., Gahanna, OH 43230
Tuesday, January 14, 2021
Mason Community Center – 1:00 p.m.
6050 Mason Montgomery Rd., Mason, OH 45040
Tuesday, January 19, 2021
Holiday Inn Express & Suites Zanesville North – 1:00 p.m.
1101 Spring St., Zanesville, OH 43701
Tuesday, January 21, 2021
Generations Church – 1:00 p.m.
4161 Richardson Rd., Independence, KY 41051
Tuesday, January 27, 2021
Double Tree by Hilton Hotel Oak Room 1 – 1:00 p.m.
50 N 2nd St., Newark, OH 43055
Tuesday, January 28, 2021
First Baptist Church – 1:00 p.m.
4410 Alexandria Pike, Cold Spring, KY 41076
NOVEMBER:
Tuesday, November 10, 2020
Centenary United Methodist Church – 10:00 a.m.
Shepard Hall 102 E. Broadway, Granville, OH 43203
Wednesday, November 11, 2020
Westerville Young-Budd Post 1771 American Legion – 10:00 a.m.
393 E. College Ave., Westerville, OH 43081
Wednesday, November 11, 2020
Milford United Methodist Church – 1:00 p.m.
541 Main Street Milford, OH 45150
Thursday, November 12, 2020
Holiday Inn Centre Park – 1:00 p.m.
5800 Mulhauser Rd., West Chester, OH 45069
Tuesday, November 17, 2020
Reynoldsburg United Methodist Church – 10:00 a.m.
1636 Graham Rd., Reynoldsburg, OH 43068
Tuesday, November 17, 2020
Rolling Hills Baptist Church – 1:00 p.m.
5742 Pleasant Ave., Fairfield, OH 45014
Wednesday, November 18, 2020
Gahanna Sanctuary – 1:00 p.m.
82 N. High St., Gahanna, OH 43230
Thursday, November 19, 2020
The Harbor Community Center – 2:00 p.m.
5312 Walnut Rd., Buckeye Lake, OH 43008
October:
Thursday, October 1, 2020
Highland Hills Church – 10:00 a.m.
638 Highland Ave., Ft. Thomas, KY 41075
Thursday, October 8, 2020
Westerville Young-Budd Post 1771 American Legion – 1:00 p.m.
393 E. College Ave., Westerville, OH 43081
Tuesday, October 13, 2020
Gahanna Sanctuary – 10:00 a.m.
82 N. High St., Gahanna, OH 43230
Thursday, October 15, 2020
Independence KY Generations Church – 1:00 p.m.
4161 Richardson Rd., Independence, KY 41050
Tuesday, October 20, 2020
Healthy New Albany Heit Center – 10:00 a.m.
150 W Main St., New Albany, OH 43054
Wednesday, October 21, 2020
The Look Up Center – 10:00 a.m.
50 O’Bannin Ave., Newark, OH 43055
Tuesday, October 27, 2020
Grove City American Legion Post 164 – 1:00 p.m.
3363 McDowell Rd., Grove City, OH 43123
Thursday, October 29, 2020
Holiday Inn & Suites – 10:00 a.m.
4501 Eastgate Blvd., Cincinnati, OH 45245
September:
Tuesday, September 15, 2020
VFW Post 3297 – 10:00 a.m.
481 S. Sandusky St., Delaware, OH 43015
Thursday, September 17, 2020
American Legion – 10:00 a.m.
8385 US 42, Florence, KY 41042
Thursday, September 17, 2020
VFW Post 6423 – 1:00 p.m.
4435 Dixie Hwy, Elsmere, KY 41018
Wednesday, September 23, 2020
Roscoe United Methodist Church – 1:00 p.m.
475 High St., Coshocton, OH 43812
Thursday, September 24, 2020
Mason Communtiy Center – 10:00 a.m.
6050 Mason-Montgomery Rd., Mason, OH 45040
Thursday, September 24, 2020
American Legion 49 – 1:00 p.m.
140 E. Locust St., Wilmington, OH 45177
Tuesday, September 29, 2020
VFW Post 1058 – 10:00 a.m.
1318 Putnam Ave., Zanesville, OH 43701
August:
Wednesday, August 12, 2020
Westerville Community United Church of Christ – 10:00 a.m.
770 County Line Rd., Westerville, OH 43081
Thursday, August 13, 2020
Reynoldsburg VFW – 10:00 a.m.
1420 Waggoner Rd., Reynoldsburg, OH 43068
Thursday, August 13, 2020
The Bridge Church – 10:00 a.m.
7906 Alexandria Pike, Alexandria, KY 41001
Thursday, August 13, 2020
First Baptist Church of Cold Spring – 1:00 p.m.
4410 Alexandria Pike, Cold Spring, KY 41076
Tuesday, August 18, 2020
Gahanna VFW – 1:00 p.m.
75 W Johsntown Rd., Gahanna, OH 43230
Wednesday, August 19, 2020
West Chester Nazarene Church – 10:00 a.m.
7951 Tylersville Rd., West Chester, OH 45069
Wednesday, August 19, 2020
First United Church of Christ – 1:00 p.m.
514 Main St., Milford, OH 45150
Thursday, August 20, 2020
Grace Lutheran Church – 1:00 p.m.
111 Lutheran Dr., Eaton, OH 45320
July:
Wednesday, July 23, 2020
10:00 a.m.
2593 Rombach Ave.
Wilmington, OH 45177
June:
Wednesday, June 10, 2020
Medicare Resource Center – 10:00 a.m.
Colony Square Center Ste. 9, Lebanon, OH 45036
Wednesday, June 17, 2020
Hampton Inn Cincinnati-Eastgate – 10:00 a.m.
858 Eastgate N Dr., Cincinnati, OH 45245
Tuesday, June 23, 2020
Hampton Inn & Suites Easton – 10:00 a.m.
4150 Stelzer Rd., Columbus, OH 43230
Thursday, June 25, 2020
Comfort Suites East – 10:00 a.m.
70 Chris Perry Ln., Columbus, OH 43213
March:
Tuesday, March 3, 2020
Orange Branch Library – 1:00 p.m.
7171 Gooding Blvd., Lewis Center, OH 43035
Thursday, March 5, 2020
Coshocton Library – 1:00 p.m.
655 Main St., Coshocton, OH 43812
Tuesday, March 10, 2020
New Albany Library – 1:00 p.m.
200 Market St., New Albany, OH 43054
Tuesday, March 18, 2020
Marion Library – 10:00 a.m.
445 East Church St., Marion, OH 43302
Thursday, March 19, 2020
Mary L. Cook Library – 10:00 a.m.
381 Old Stage Rd., Waynesville, OH 45068
Thursday, March 19, 2020
Beavercreek Library – 1:00 p.m.
3618 Dayton Xenia Rd., Beavercreek, OH 45432
Wednesday, March 25, 2020
Westerville Library – 10:00 a.m.
126 S State St., Westerville, OH 43081
Thursday, March 26, 2020
MidPointe Library – 10:00 a.m.
9363 Centre Pointe Dr., West Chester, OH 45069
February:
Tuesday, February 4, 2020
Groveport Library – 1:00 p.m.
3980 S. Hamilton Rd., Groveport, OH 43125
Tuesday, February 11, 2020
Reynoldsburg UMC – 1:00 p.m.
1636 Graham Rd., Reynoldsburg, OH 43068
Thursday, February 13, 2020
Gahanna Library – 1:00 p.m.
310 Granville St., Columbus, OH 43230
Tuesday, February 18, 2020
Licking Co. Library – 1:00 p.m.
101 W. Main St., Newark, OH 43055
Tuesday, February 25, 2020
Old Worthington Library – 1:00 p.m.
820 High St., Worthington, OH 43085
January:
Thursday, January 9, 2020
Whitehall Library – 1:00 p.m.
4445 E. Broad St., Columbus, OH 43213
Tuesday, January 14, 2020
Canal Winchester – 1:00 p.m.
Hope United Methodist Church
83 E Columbus St., Canal Winchester, OH 43110
Tuesday, January 21, 2020
Bexley – 1:00 p.m.
The Jewish Community Center
1125 College Ave., Columbus, OH 43209
Thursday, January 23, 2020
Grove City – 1:00 p.m.
Southwest Library
3959 Broadway Grove City, OH 43123
Tuesday, January 28, 2020
Westerville – 1:00 p.m.
Westerville Library
126 S. State St., Westerville, OH 43081
Thursday, January 30, 2020
Zanesville – 1:00 p.m.
North Terrace Church of Christ
1420 Brandywine Blvd., Zanesville, OH 43701
December:
Tuesday, December 3, 2019
Reynoldsburg United Methodist Church – 10:00 a.m.
1636 Graham Rd., Reynoldsburg OH 43068
Wednesday, December 11, 2019
Whetstone Library – 1:00 p.m.
3909 N. High St., Columbus Oh 43214
November:
Thursday, November 7, 2019
Gahanna Library – 10:00 a.m.
310 Granville St., Gahanna, OH 43230
Wednesday, November 13, 2019
Grove City Library – 1:00 p.m.
3959 Broadway, Grove City, OH 43123
Thursday, November 14, 2019
Lancaster Library – 1:00 p.m.
219 N Broad St., Lancaster, OH 43130
Tuesday, November 19, 2019
Dublin Library – 10:00 a.m.
75 N. High St., Dublin, OH 43017
Wednesday, November 20, 2019
Westerville Library – 1:00 p.m.
126 S. State St., Westerville, OH 43081
October:
Tuesday, October 1, 2019
Coshocton Presbyterian Church – 10:00 a.m.
142 N 4th St., Coshocton, OH 43812
Wednesday, October 9, 2019
Tremont Library – 1:00 p.m.
2800 Tremont Rd., Columbus, OH 43221
Thursday, October 10, 2019
New Albany Library – 1:30 p.m.
200 Market St., New Albany, OH 43054
Thursday, October 17, 2019
North Terrace Church of Christ – 1:00 p.m.
1420 Brandywine Blvd., Zanesville, OH 43701
Tuesday, October 22, 2019
Marion Library – 10:00 a.m.
445 East Church St., Marion, OH 43302
Tuesday, October 29, 2019
Liberty Township Community Room – 10:00 a.m.
7761 N. Liberty Rd., Powell, OH 43065
September:
Wednesday, September 11, 2019
Sycamore Plaza Library – 10:00 a.m.
7861 Refugee Rd. Pickerington, OH 43147
Thursday, September 12, 2019
Reynoldsburg Library – 1:30 p.m.
1402 Brice Rd., Reynoldsburg, OH 43068
Tuesday, September 17, 2019
Grandview Heights Library – 10:30 a.m.
1685 W 1st Ave., Columbus, OH 43212
Wednesday, September 18, 2019
Community United Methodist Church – 1:00 p.m.
120 N. Pickaway St., Circleville, OH 43113
Tuesday, September 24, 2019
Westerville Library – 1:00 p.m.
126 S. State St., Westerville, OH 43081