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.

Understanding Statements

June 18 2019

6:00 PM

Location: RDW Financial Group Learning Center

    What Do Morningstar, Schwab, BNY Mellon & Madison Avenue Actually Do & an Explanation of Their Statements, Explanation of Various Terms and Vocabulary, The Basics of Annuities, Explanations of Terms Used On Annuity Statements, Overview of Statements from the Following Companies: Allianz, EquiTrust, American Equity, Athene, Fidelity &...

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State Of The Market

July 27 2019

9:30AM

Location: Country Club Of Indianapolis

    Join Us! Dave Williams, President of RDW Financial Group will be presenting  We will have complimentary continental breakfast prior to the presentation RSVP is required, don’t wait to sign up! *Please make sure to add to the name and location of the event in the designated box.* 

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Digital Assets

August 27 2019

6:00 PM

Location: RDW Financial Group Learning Center

Digital Assets What are digital assets? Do you have digital assets? Come learn what digital assets are, how to protect them, and how to include them in an estate plan. Please feel free to bring friends, co-workers or family! *Please make sure to add to the name and location of...

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Medicare Basics

September 26 2019

6:00 PM

Location: RDW Financial Group 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 to...

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Roth Conversions

October 10 2019

6:00 PM

Location: RDW Financial Group 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. *Please make sure to add...

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6th Annual Chili Cook Off

November 1 2019

5:00 PM - 6:30 PM

Location: Country Club Of Indianapolis

Join us for our 6th annual chili cook off!  Everyone is welcome to join us as we taste all different types of chili entries from our clients.  You do not have to enter to join in the fun. We’ll have games, prizes, food and tons of fun. We hope you...

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Cookies, Cocoa & Calendars Open House

December 5 2019

4:30 PM - 6:00 PM

Location: RDW Financial Group 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. *Please make sure...

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

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