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

Tuesday, July 7, 2026 at 1:00 p.m. – New Albany, OH – Preferred

Columbus Metropolitan Library
200 Market St.
New Albany, OH 43054

Thursday, July 9, 2026 at 10:30 a.m. – Trenton, OH – Lavin

MidPointe Library – Trenton Branch
200 Edgewood Dr.
Trenton, OH 45067

Tuesday, July 14, 2026 at 1:00 p.m. – Delaware, OH – Preferred

Delaware County District Library – Orange Branch
7171 Gooding Blvd.
Delaware, OH 43015

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

As a client, you are always our priority.