Broker Check

1474 Highway 55 East Ste 500
Clover, SC 29710
(803) 222-2892


Whether it’s keeping up with trends or discussing some other topic, Sloan Financial is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we also like to have some fun. If any of the events below look interesting, simply register online or give us a call. We’ll be happy to add you to our guest list.

And remember, you are always welcome to bring friends or family who might be interested in the event or knowing more about the seminar topics.  All we ask is that you let us know how many will be attending with you so we can plan accordingly.


Should I Convert?

June 27, 2017 6:00p - 7:00p Eastern Standard Time

Sloan Financial Group

Many are asking themselves this question. If you have a traditional IRA this workshop is for you. We will examine the pros and cons of converting a traditional IRA to a Roth IRA


Protecting Seniors Online

September 21, 2017 12:00p - 1:00p Eastern Standard Time

Sloan Learning Center - Sloan Financial Group

As seniors expand their use of social media and online services, the incidence of online scams targeting seniors continues to grow. A 2016 survey by Home Instead showed that 3 of every 5 seniors have been the target or victim of an online scam.

Event Registration

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