Educational Events

Upcoming Events:

We strive to educate and build relationships with our clients and community by providing complimentary seminars and workshops. These events are meant to educate individuals like yourself about a variety of topics in our learning center. Please contact us to register for any of these upcoming events.

The events below are ordered by date. Select an event type to filter events.

(RE)Focus Retirement Workshop: IS THERE A BETTER WAY?

July 24 2018

6:30PM

Location: Charbonos

  Join us at Charbonos in Avon as we share new strategies that will help you check the boxes on your important “to do” list and help create clarity and certainty in your life. Let’s dine together at one of Hendricks County’s finest restaurants and let us share priceless information...

Register

(RE)Focus Retirement Workshop: IS THERE A BETTER WAY?

July 26 2018

6:30PM

Location: Charbonos

  Join us at Charbonos in Avon as we share new strategies that will help you check the boxes on your important “to do” list and help create clarity and certainty in your life. Let’s dine together at one of Hendricks County’s finest restaurants and let us share priceless information...

Register

(RE)Focus Retirement Workshop: IS THERE A BETTER WAY?

July 31 2018

6:30PM

Location: Charbonos

  Join us at Charbonos in Avon as we share new strategies that will help you check the boxes on your important “to do” list and help create clarity and certainty in your life. Let’s dine together at one of Hendricks County’s finest restaurants and let us share priceless information...

Register

State Of The Market – Half Time Report

August 11 2018

9:30 AM

Location: Country Club Of Indianapolis

  Join Us! Dave Williams, President of RDW Financial Group will be presenting  We will have complimentary brunch prior to the presentation RSVP is required, don’t wait to sign up!  

Register

Estate Planning

September 6 2018

6:00PM

Location: RDW Learning Center

  Join us as we welcome Troy Thompson, Attorney at Law, to help us better understand the benefits and challenges of estate planning. Featured Topics: Estate Conservation, Distribution Techniques, Estate Planning Documents, Elderly & Children Who are Helping Their Parents.

Register

Roth Conversions

October 30 2018

6:00PM

Location: RDW Learning Center

  Do you know about Roth IRA’s? Come and learn how they work and if they might be a good option for you!  Dave Williams will be covering: Traditional vs. Roth IRA, Roth IRA Rules, Roth IRA Limits, How to convert to a Roth IRA.

Register

Medicare

November 13 2018

6:00PM

Location: RDW Learning Center

  Are you lost in a sea of health insurance information? If you will soon turn age 65, you’re getting tons of mail every day from insurance companies. What do you keep? What do you recycle? What do you do about Medicare and just what IS Medicare? Attend the New...

Register

Cookies, Cocoa & Calendars Open House

December 6 2018

4:30 PM till 6:00 PM

Location: RDW Learning Center

  Stop in for our annual open house and enjoy a cup of cocoa and some holiday goodies. Clients will be able to pick up their yearly calendar at this time. We will have an ornament making craft for the little ones and fun for the whole family.

Register

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Have a question or need assistance?

Use the form below or call/email.
(317) 802-7672 | service@rdwfinancialgroup.com

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