
Year-End Wealth Strategies: Securing Your Future by Optimizing Today - Session 3
We're excited to invite you to our exclusive 4-part series
Year-End Wealth Strategies: Securing Your Future by Optimizing Today
This will be hosted in our learning center. We’ll cover critical strategies across various financial areas to ensure that you end the year with a strong plan for your financial future.
Our third session Investment & Risk Management will explore the following topics:
Re-balancing Your Portfolio for 2025
Shield Income from Market Swings
Review Year-End Risks
We hope you can join us for all FOUR informative sessions.
Wednesday, November 5, 2025
In the RDW Learning Center
- This session will begin at 6 PM. We will open the doors at 5:30 PM and will be providing a light meal for all attendees before the presentation begins.
We encourage you to join us for all sessions to gain comprehensive insights. Guest are welcomed and encouraged to join.
Email Stephanie@rdwfinancialgroup.com or give our office a call 317-802-7672 to reserve your seats!