Waltham-Based RIA, The Harvest Group, Joins Association of Financial Educators
November 20, 2018, by The Harvest Group
The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), announces that it has joined the Association of Financial Educators (AFE), a national speakers bureau for financial professionals. The AFE disseminates information and conducts financial literacy classes throughout the U.S.
As members, The Harvest Group team will donate its time to share knowledge and empower corporations and individuals to take control of their financial futures. The free workshops are designed for all levels, including those who need a basic understanding of financial planning and those that need more advanced information on investment strategies and identifying market trends.
“We are thrilled to be one of the first organizations to become a part of the AFE in New England,” said Roger Ingwersen, CFP®, CIMA®, CRPC®, Founder of The Harvest Group. “This is a great opportunity to share our in-depth experience in all areas of financial planning with the community and provide financial advice to those who need it.”
The AFE is a nationwide 501(c)(3) non-profit, speaker’s bureau comprised of financial professionals in dozens of fields including: investing, estate planning, accounting, tax, real estate, law, and more. Members have a passion for education and have one common goal: empowering individuals and communities with the knowledge they need to take control of their own financial well-being. The Consumer Financial Protection Bureau (CFPB) has also chosen AFE as a member of their 2018 “Your Money Your Goals” cohort. The CFPB is a federal government agency that governs the financial sectors of the U.S. as well as helps promote financial education for all individuals in the country.
The Harvest Group Wealth Management, LLC is an SEC registered investment adviser principally located in Waltham, MA. Information regarding our firm’s services can be found at www.myharvestgroup.com. A copy of our current written disclosure Brochure discussing our advisory services and fees remains available upon request.