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.

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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New Retirement Reality Dinner Event

August 24 2017

6:15PM

Location: Charbonos

Let’s dine together at one of Hendricks County’s finest restaurants and let us share invaluable information that could help you feel more confident and informed in these turbulent times.  You’ve Saved and Invested for Years.  Isn’t it Worth Your Time to Find out How the New Retirement Reality Could Affect...

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August 29th, 2017 Golf Outing

August 29 2017

12:00PM

Location: The Country Club of Indianapolis

Join us for a gourmet luncheon and round of golf at the award winning Country Club of Indianapolis. Lunch will begin at noon followed by a quick meet and greet, then off to the green! Brad Wilson, PGA and Head Golf Professional for the Country Club of Indianapolis, will be joining us for...

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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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September 12th, 2017 Golf Outing

September 12 2017

12:00PM

Location: The Country Club of Indianapolis

Join us for a gourmet luncheon and round of golf at the award winning Country Club of Indianapolis. Lunch will begin at noon followed by a quick meet and greet, then off to the green! Brad Wilson, PGA and Head Golf Professional for the Country Club of Indianapolis, will be joining us for...

Register

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

6:00PM

Location: The Country Club of Indianapolis

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

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