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.

Tax Talk

January 31 2019

6:00 PM

Location: RDW Financial Group Learning Center

  Join us as Vic Ruthig of Underwood Tax and Bookkeeping Services. Inc. educates us on pressing tax issues for this upcoming tax season. He will also answer any questions that attendees have.   *Please make sure to add to the name and location of the event in the designated...

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State Of The Market

February 2 2019

9:30 AM

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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Social Security

February 5 2019

6:00 PM

Location: RDW Financial Group Learning Center

Presented by Harley Shanklin  The Following Will Be Covered:   Recent Changes to Changes to Social Security Claiming Decisions Impact On Your Overall Retirement Plan Three Claiming Strategies Tax issues *Please make sure to add to the name and location of the event in the designated box.*   

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Reverse Mortgages

March 5 2019

6:00 PM

Location: RDW Financial Group Learning Center

  Join us as we welcome Marcia Honz from Finance of America (NMLS2285) as she clears up some mortgage myths and answers frequently asked questions about reverse mortgages as well as educating us on how home equity can be an important retirement asset.   *Please make sure to add to...

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In Case Of Emergency (I.C.E.)

March 28 2019

6:00 PM

Location: RDW Financial Group Learning Center

Are you prepared for any emergency? Have you thought about everything you will need to have in place before you or a loved one passes or an emergency takes place? Join us on for a review of the 25 important items needed in case of death or emergency. Please feel...

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Estate Planning

April 30 2019

6:00 PM

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. *Please make sure to add to the name and...

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(317) 802-7672 | service@rdwfinancialgroup.com

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