Events
Welcome to Select Wealth Partners Events Page! Explore our curated selection of upcoming events designed to provide valuable insights into the ever-evolving world of finance. Whether you're an experienced investor, a seasoned professional, or someone eager to delve into the realm of financial markets, our events offer something for everyone.
Why Attend Our Events?
Expert Insights: Gain valuable knowledge from industry experts and thought leaders who share their perspectives on market trends, investment strategies, and economic forecasts.
Networking Opportunities: Connect with like-minded individuals, expand your professional network, and engage in meaningful discussions with fellow attendees and speakers.
Interactive Workshops: Participate in hands-on workshops and interactive sessions aimed at enhancing your financial literacy and empowering you to make informed decisions.
Stay Connected
Check out our Timely Info Page and follow us on social media to stay informed about upcoming events, industry news, and exclusive insights from Select Wealth Partners.
Upcoming Events
May 21, 2026
6:00p - 8:00p
Delancey's Restaurant
Unlocking Your Benefits: Social Security & Medicare Simplified
Join us for “Unlocking Your Benefits: Social Security & Medicare Simplified,” an easy-to-understand seminar designed to help you navigate two key parts of retirement planning. A guest speaker from MFS Investments will cover Social Security strategies, and Karen McCarthy from our team will walk through Medicare basics and your coverage options.
This event is sponsored in part by MFS
May 29, 2026
3:30p - 5:30p
Carlos' Cucina Pizza & Bar
Teacher's Happy Hour
A relaxed happy hour to unwind, connect, and explore 403(b), student loan, and retirement planning resources—no pressure, just conversation.
This event is sponsored in part by Clark Capital
June 6, 2026
11:00a - 4:00p
Thomas Bull Memorial Park - Day Camp Area
SWP Summer Picnic 2026
Celebrate summer with Select Wealth Partners at our 2nd Annual SWP Summer Picnic on June 6th, 2026! Join us for food trucks, sweet treats, family fun, and a full day of community connection at Thomas Bull Memorial Park.
This event is sponsored in part by the third parties, American Funds, First Eagle Investment Management, American Funds, Nationwide, & AssetMark.
Past Events
May 9, 2026
9:00a - 12:00p
SWP Middletown Office
Shred Day 2026
Join us for our 2026 Secure Shred Day and safely dispose of your confidential personal and financial documents; free of charge. Enjoy on-site shredding for immediate peace of mind, plus coffee and pastries while you watch your documents securely destroyed. Protect your identity, declutter your files, and make a positive environmental impact; all in one easy stop.
June 21, 2025
11:00a - 5:00p
Thomas Bull Memorial Park
SWP Summer Picnic 2025
Join us for the 1st Annual Select Wealth Partners Summer Picnic! Enjoy a fun, family-friendly day with food, music, games, and more at Thomas Bull Memorial Park on Saturday, June 21st from 11 AM to 5 PM. Clients may bring up to 4 guests (RSVP required with guest names). Space is limited; first come, first served. A covered pavilion is available for shade; bring chairs or blankets if you'd like!
April 26, 2025
9:00a - 12:00p
Select Wealth Partners Middletown Office - Parking Lot
Shred Day 2025
Join us for our annual Shred Day Event 2025; where security meets convenience! Take this opportunity to dispose of unwanted personal financial/confidential documents for free at our secure Shred Day! In addition we will have coffee + pastries available for you while you watch your papers being shredded! Protect your identity and clean out your filing cabinet!
March 5, 2025
1:26p - 3:00p
Zoom
Lunchtime Market Insights Webinar
Join Select Wealth Partners and special guest John Buchanan, Senior Portfolio Specialist at AssetMark, an open-ended Zoom webinar discussing the latest market trends, policy changes, and economic shifts. Listen in while you enjoy your lunch, with no active participation required. However, if you'd like to engage, feel free to submit your questions in the chat. Save your spot and stay informed! Register to receive the Meeting link via confirmation email - be sure to save or flag it for easy access!
April 4, 2024
6:00p - 7:30p
Delancey's
Cybersecurity Awareness Seminar
Hackers, fraud, spam and phishing...it's all so confusing! Join Select Wealth Partners at the Cybersecurity Awareness Seminar. Learn how to protect yourself from cybercrime while enjoying dinner and insight from experienced speaker Gary Rossi, VP of Fidelity Security Services and former FBI special agent.
September 14, 2023
12:30p - 1:30p
Limoncello Restaurant