Upcoming Events Schedule

September 15, 2026

WEBINAR: Market Volatility & Your Retirement

Tuesday

9:30am

Via ZOOM

REGISTER HERE

September 17, 2026

WEBINAR: Market Volatility & Your Retirement

Thursday

6:00pm

Via ZOOM

REGISTER HERE

September 16, 2026

IN PERSON WORKSHOP: Social Security & Taxes

Wednesday

6:00pm

Spartanburg Community College, Tyger River Campus

1875 E Main St Ste 503, Duncan, SC 29334

October 6, 2026

WEBINAR: Making the Most of your Medicare

Tuesday

9:30am

Via ZOOM

Registration Coming Soon!

October 8, 2026

WEBINAR: Making the Most of your Medicare

Thursday

6:00pm

Via ZOOM

Registration Coming Soon!

November 3, 2026

WEBINAR: Five Things Single Women Need to Know in Retirement

Tuesday

9:30am

Via ZOOM

Registration Coming Soon!

November 5, 2026

WEBINAR: Five Things Single Women Need to Know in Retirement

Thursday

6:00pm

Via ZOOM

Registration Coming Soon!

Join Our NEW Bookclub

Gathering Fridays 9:30 - 10:30 AM

Starting Friday September 4th

Coffee, Tea, & Light Pastries will be served!

September 4, 2026 - October 23, 2026

Theo of Golden by Allen Levi

Every Friday 9:30 - 10:30 AM

Spartanburg Office:

5502 Reidville Rd.,

Moore, SC 29369

Register & Order your Book HERE

In the future...

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 differentiated 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.

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