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.

June 27th Golf Outing

June 27 2017

12:00PM

Location: The Country Club of Indianapolis

RDW Financial Group cordially invites you and up to three qualified guests for a complimentary round of golf and gourmet luncheon.  This event is a networking event to introduce our firm to your guest. This event is designed for ages 50+ or someone that could benefit from our services. We...

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Preparing for I.C.E | June 29

June 29 2017

6:00pm (Eastern Time)

Location: RDW 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.

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July 11th Golf Outing

July 11 2017

12:00PM

Location: The Country Club of Indianapolis

Lunch will begin at noon followed by a quick meet and greet, then off to the green! Your host, and local financial professional R. David Williams, will provide insights about RDW Financial Group and what RDW Financial Group offers the Indianapolis, Indiana community. You’ll also enjoy the opportunity to play...

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Building and Keeping Healthy Credit

July 25 2017

6:00pm (Eastern Time)

Location: RDW Learning Center

This presentation is for all ages and will cover the basics of credit. Carrie Poling, CPA, founder of Brightside Financial Care, LLC, will be touching on the following topics: How to Maintain a Healthy Credit Score, How to Repair or Improve Credit,  Terminology on a Credit Report, What to do...

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July 25th Golf Outing

July 25 2017

12:00PM

Location: The Country Club of Indianapolis

Lunch will begin at noon followed by a quick meet and greet, then off to the green! Your host, and local financial professional R. David Williams, will provide insights about RDW Financial Group and what RDW Financial Group offers the Indianapolis, Indiana community. You’ll also enjoy the opportunity to play...

Register

Medicare Information

August 3 2017

5:45PM

Location: RDW Learning Center

Attend the New to Medicare session, offered by Susan Spilly, Indiana SHIP (State Health Insurance Assistance Program) and get help navigating the sea of Medicare Choices.

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State of the Market Report

August 19 2017

10:00AM

Location: The Country Club of Indianapolis

With the current political and economic uncertainties, Dave Williams will be educating you on how to gain confidence in today’s market! Bring your neighbors, family, coworkers, and friends because you won’t want them to miss this either! You must reserve your seat for this event. Please indicate how many are...

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Estate Planning | Sept 7

September 7 2017

6:00pm (Eastern Time)

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

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Understanding Your Statements

October 5 2017

6:00pm (Eastern Time)

Location: RDW Learning Center

Learn about Morningstar, Schwab, BNY Mellon, and Madison Avenue Securities. Learn how to better understand their statements, terms, and vocabulary. Get an overview of the basics of annuities, terminology on annuity statements, and a review of statements from the following insurance companies: Allianz, EquiTrust, American Equity, Athene, Fidelity & Guarantee,...

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4th Annual Chili Cook-Off | Nov 3

November 3 2017

4:30pm - 6:00pm (Eastern Time)

Location: RDW Learning Center

Join us for our 4th annual client chili cook-off! All clients are welcome and are encouraged to bring guests to participate in the festivities. In addition to fun games, hotdogs, and dessert, we will be offering prize giveaways.

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Roth Conversions

November 30 2017

6:00pm (Eastern Time)

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!  Topics Covered: Traditional vs. Roth IRA, Roth IRA Rules, Roth IRA Limits, How to convert to a Roth IRA.

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Cookies, Cocoa, and Calendars | Dec 7

December 7 2017

4:00pm - 6:00pm (Eastern Time)

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.

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Good as Gold Appreciation Event

December 12 2017

6:00PM

Location:

As a way to say thank you to our clients who have helped us grow this year, this event is exclusively for 2017 Good as Gold Participants. Throughout the year if you are a RDW Financial Group client, and you bring a guest to one of our many educational events, you are invited to our year-end exclusive Good as Gold Grand Event.

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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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