Social Security – RWS Financial Wellness Series

August 2021 – We are joined by RWS Financial Professional, Alex Potter, to present this month’s Financial Wellness Series topic: Social Security.

Today’s presentation provided by Fidelity Investments, focuses on options to help you maximize your benefits.

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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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Quarterly Market Update Q4 2020 – 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 4th Quarter of 2020.

Today’s presentation provided by JP Morgan Asset Management, focuses on some of the key events that occurred in the 4th Quarter of 2020, and will provide context for a market outlook for the 1st Quarter of 2021.

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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 to touch base, call us at 833-797-4636.

 

Fleece & Thank you

On Sunday, November 10th the RWS team came together to make blankets that we will donate to Fleece & Thank you in support of their mission to comfort children battling a life-threatening illness.

 

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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