Broker Check

Events

Upcoming Events

June 2, 2026

6:00p - 8:00p

Texas de Brazil

New Retirement Reality - Columbus

Are you, or is someone you know, looking for a more thoughtful retirement strategy? Join Rob Richey for a complimentary dinner event covering income, taxes, market risk, retirement accounts, and estate planning. This event is designed for those who are retired or preparing for retirement and are not yet clients of Superior Retirement Solutions. Current clients may attend only when bringing a non-spouse friend in that same stage of life. Spouses may attend as well.

Rob Richey is a licensed insurance agent in Ohio. SRS Wealth Management, Inc. will not provide any specific investment, tax, or legal advice at this time.

June 3, 2026

6:00p - 8:00p

Texas de Brazil

New Retirement Reality - Columbus

Are you, or is someone you know, looking for a more thoughtful retirement strategy? Join Rob Richey for a complimentary dinner event covering income, taxes, market risk, retirement accounts, and estate planning. This event is designed for those who are retired or preparing for retirement and are not yet clients of Superior Retirement Solutions. Current clients may attend only when bringing a non-spouse friend in that same stage of life. Spouses may attend as well.

Rob Richey is a licensed insurance agent in Ohio. SRS Wealth Management, Inc. will not provide any specific investment, tax, or legal advice at this time.

June 9, 2026

6:00p - 8:00p

Buckeye Lake Winery

Paint & Sip

Grab a friend and join us for a relaxed evening of painting, wine, appetizers, and good company at Buckeye Lake Winery. Seating is limited, so call to RSVP by May 26.

Past Events

May 15, 2026

12:00p - 5:00p

Rob & Amy's Home

Open House - Sip, Relax, & Stay Awhile

You’re invited to a special Open House at Rob and Amy Richey’s home. Join us for a relaxed afternoon designed to help you unwind, connect, and enjoy great company in a casual, welcoming setting.

May 14, 2026

5:30p - 8:30p

Rob & Amy's Home

Annual Ambassador Club Dinner 2026

Invitation Only: This event is exclusively for clients who have referred us to someone who became a client. Invitations are non-transferable.

April 29, 2026

6:30p - 8:00p

Hampton Inn & Suites

Estate Planning - Canal Winchester

An Estate plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the various methods families are using to avoid the delays and legal fees of Probate Court. Learn various methods and Best Practices to protect your family from unnecessary legal fees and wasted time in Probate.

April 28, 2026

6:30p - 8:00p

Hampton Inn & Suites

Estate Planning - Canal Winchester

An Estate plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the various methods families are using to avoid the delays and legal fees of Probate Court. Learn various methods and Best Practices to protect your family from unnecessary legal fees and wasted time in Probate.

March 24, 2026

6:30p - 8:00p

The Works

Social Security Workshop - The Works

Join us to learn how Social Security is a key piece in planning for retirement income. How making an informed decision can make a difference in your future finances. Why it matters when you decide to claim and some strategies that can make a significant difference in your benefit payout. Click the register button to RSVP or call to reserve your seat (740) 242-0173

March 19, 2026

6:30p - 8:00p

The Works

Social Security Workshop - The Works

Join us to learn how Social Security is a key piece in planning for retirement income. How making an informed decision can make a difference in your future finances. Why it matters when you decide to claim and some strategies that can make a significant difference in your benefit payout. Click the register button to RSVP or call to reserve your seat (740) 242-0173

March 10, 2026

6:00p - 8:00p

Red Lobster

Estate Planning - Red Lobster

*First-Time Attendees: Join Our Exclusive Retirement Planning Dinner Workshop - By Invitation Only! If you would like to learn more or inquire about attending, please call our office at (740) 242-0173. Join us for an informative dinner workshop at Red Lobster, hosted by local retirement specialist Rob Richey. An Estate plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the various methods families are using to avoid the delays and legal fees of Probate Court. Learn various methods and Best Practices to protect your family from unnecessary legal fees and wasted time in Probate. *Current clients are welcome to join with a non-spouse guest.

March 4, 2026

6:00p - 8:00p

Red Lobster

Estate Planning - Red Lobster

*First-Time Attendees: Join Our Exclusive Retirement Planning Dinner Workshop - By Invitation Only! If you would like to learn more or inquire about attending, please call our office at (740) 242-0173. Join us for an informative dinner workshop at Red Lobster, hosted by local retirement specialist Rob Richey. An Estate plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the various methods families are using to avoid the delays and legal fees of Probate Court. Learn various methods and Best Practices to protect your family from unnecessary legal fees and wasted time in Probate. *Current clients are welcome to join with a non-spouse guest.

February 24, 2026

6:30p - 8:00p

Ohio University - Lancaster

Social Security Workshop - Ohio University - Lancaster

Join us to learn how Social Security is a key piece in planning for retirement income. How making an informed decision can make a difference in your future finances. Why it matters when you decide to claim and some strategies that can make a significant difference in your benefit payout. Click the register button to RSVP or call to reserve your seat (740) 242-0173

Event Registration

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