Entries by Morgan Edwards

RWS Financial Group Announces Partnership With the Association of Financial Educators to Offer Companies Free Fiscal Wellness Workshops

Michigan’s Largest Financial Educator is Now Providing Classes Statewide and in Ohio

DETROITSept. 10, 2021 /PRNewswire/ — Whether working from home or in an office, one factor remains universal in today’s economy: financial stress. National statistics show that over half of all employees are stressed by their finances, translating into a loss of productivity and turnover within the workplace. Recognizing this, nationally trusted retirement and wealth strategies firm, RWS Financial Group, is partnering with the Association of Financial Educators (AFE) to offer free workshops throughout the state of Michigan and northwest Ohio to help employees get back on their best financial footing.

As the largest financial educator in the region with 13 locations including virtual, RWS Financial Group is hosting the classes in conjunction with AFE, a nonprofit organization that is focused on giving back to the community. AFE is also the top leader in providing free educational workshops to companies of all sizes throughout North America. Locally, the partnership provides attendees with the same trusted knowledge and tools that RWS has implemented in its over three decades in business. More than 150 different classes are offered that are designed to empower people to better manage their assets. Topics range from basic fundamentals like budgeting to more advanced including estate and wealth management.

“Our goal is to teach over 10,000 employees within the next year on how to really reap the benefits of their hard work and create a solid plan for themselves,” said Nicholas U. Scarsella, V.P. & Director of Business Development at RWS. “We seek like-minded businesses that share these values as we grow and expand within the community to bring financial security through literacy.”

The no-cost workshops are designed for all individuals including those living paycheck to paycheck to others looking to learn about market trends. Each course runs up to 45 minutes in length and can be conducted either on-site or virtually, at no cost to the company. For more information, visit www.rwsgroup.org/afe.

Quarterly Market Update Q2 2021 – RWS Financial Wellness Series

July 2021 – In this segment of the RWS Financial Wellness Series, we are joined by RWS Financial Professional, Dr. Michael McCauley, DrBA, AIF®, CRPC®, to present the Quarterly Market Update for the 2nd Quarter of 2021.  

Today’s presentation provided by JP Morgan Asset Management. Following a very challenging 2020 and start to 2021, the US economy is surging powered by a fading of the pandemic and massive fiscal stimulus .

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Seven Things You Need to do in the Decade Before You Retire – RWS Financial Wellness Series

June 2021 – We are joined by RWS Financial Professional, Todd Arner, to present this month’s Financial Wellness Series topic: The Seven Things You Need to do in the Decade Before you Retire. 

Today’s presentation provided by Franklin Templeton, focuses on one of the most important areas of financial planning: The Home Stretch.

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Planning Your Journey to Retirement – RWS Financial Wellness Series

May 2021 – In this segment of the RWS Financial Wellness Series, we are joined by RWS Financial Professional, Alex Potter, to present this month’s topic: Planning Your Journey to Retirement.

Today’s presentation provided by American Funds, focuses on the necessary steps to take to plan your journey to and through retirement.

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Quarterly Market Update Q1 2021 – RWS Financial Wellness Series

March 2021 – In this segment of the RWS Financial Wellness Series, we are joined by RWS Financial Professional, Dr. Michael McCauley, DrBA, AIF®, CRPC®, to present the Quarterly Market Update for the 1st Quarter of 2021.  

Today’s presentation provided by JP Morgan Asset Management. The world looks very different than it did at this time last year and we hope we are on the verge of seeing the light at the end of the tunnel.

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Retirement Income Planning – RWS Financial Wellness Series

March 2021 – In this segment of the RWS Financial Wellness Series, we are joined by RWS Financial Professional, Alex Potter, to present this month’s topic: Retirement Income Planning. 

Today’s presentation provided by Fidelity Investments, focuses on the five risks associated with retirement income planning.

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Six Barriers to Investment Success – RWS Financial Wellness Series

March 2021 – We are joined by RWS Financial Professional, Todd Arner, to present this month’s Financial Wellness Series topic: The Six Barriers to Investment Success.  Today’s presentation provided by Franklin Templeton, focuses on uncovering behavioral biases and breaking down the barriers to investment success.

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3/18/2020 Update

RWS is technologically advanced which gives our team the ability to work from home during the current conditions without skipping a beat! We may not be in the office together but the entire team including the advisors are available for phone calls or video conferences. We encourage you to reach out for a virtual meeting […]

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RWS Financial Group, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AK, AR, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY. No offers may be made or accepted from any resident outside the specific states referenced.

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