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Upcoming Events Schedule

August 11, 2026

Workshop: Five Common Retirement Risks Many People Never Prepare For

Thursday

6:30pm

Spartanburg Community College, Tyger River Campus

December 8, 2026
Client Appreciation Christmas Party

Tuesday

6:30pm

Piedmont Club of Spartanburg

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We would love to see you at our next event!

Relationships are important to us and make a huge difference

in our ability to give the the best support possible.

Be sure to check in regularly for event updates

or contact us directly for the most current information.

Advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. Clients Excel and CreativeOne Wealth are unaffiliated entities.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

*Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited and clients received no compensation (cash or non-cash). Past performance is no guarantee of future results. Testimonials are encouraged and welcomed from all prospects and clients. Investment advisory services offered through CreativeOne Wealth, LLC, a registered investment advisor. CreativeOne Wealth is not affiliated with Clients Excel. Additional information about CreativeOne Wealth, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using CRD #281213.

ARE-15157 | 23122-2023/6/16

Terms &Conditions | Privacy Policy | Form CRS | ADV Part 2A | C1W Privacy Policy

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Events

Upcoming Events Schedule

August 11, 2026

Workshop: Five Common Retirement Risks Many People Never Prepare For

December 8, 2026
Client Appreciation Christmas Party

A look at some of our past client events

We would love to see you at our next event!

Relationships are important to us and make a huge difference

in our ability to give the the best support possible.

Be sure to check in regularly for event updates

or contact us directly for the most current information.

Galentines Brunch - February 2026

Holiday Party - December 2025

Holiday Party - December 2024

Top Golf - October 2024

Events﻿

Upcoming Events Schedule

August 11, 2026

Workshop: Five Common Retirement Risks Many People Never Prepare For

December 8, 2026Client Appreciation Christmas Party﻿

A look at some of our past client events

We would love to see you at our next event!

Relationships are important to us and make a huge difference

in our ability to give the the best support possible.

Be sure to check in regularly for event updates

or contact us directly for the most current information.

Galentines Brunch - February 2026

Holiday Party - December 2025

Holiday Party - December 2024

Top Golf - October 2024

Events

December 8, 2026
Client Appreciation Christmas Party