Financial Education Brought to Marblehead High School by Swett Wealth Management Group, UBS Financial Services Inc.

The Swett Wealth Management Group of UBS spent the day visiting with students of Marblehead High School who are currently enrolled in the EverFI™— Financial Literacy– Understanding Money learning platform. This web-based program uses the latest in technology – simulations, avatars, gaming and more – to bring complex concepts to life for today’s digital generation. Through this platform, students learn about dozens of topics in personal finance, helping them prepare to successfully manage their future finances. The Swett Group has partnered with EverFI, Inc. to bring this program to Marblehead High School students at no cost to the school.

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Jeffrey Swett, managing director of the Swett Wealth Management Group, teaches a group of Marblehead High School students on the importance of financial literacy. (Photo: Business Wire)

The Financial education courses cover everything from introductory topics like saving and budgeting to advanced topics like insurance, taxes, and investing.

“We hope to make a long-term difference in the lives of the Marblehead students by educating them about the basic principles of saving and investing. This year we focused our discussion on three topics- the importance of starting to invest at a young age, the time value of money, and practicing self-discipline with regards to spending,” said Jeff Swett, CFP®.

The EverFI™ — Financial Literacy platform is a 9-module, 6-hour program that can be smoothly integrated into the high school curriculum. The platform covers hundreds of topics including credit scores, budgeting, insurance, credit cards, student loans, mortgages, taxes, stocks, savings, 401k plans and other critical concepts. The platform tracks individual student progress and knowledge gain and provides aggregate data on student knowledge gains after completing the program.

About The Team: Jeff is both a Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor™ and has been with the UBS Financial Services Inc. for 25 years. His focus is retirement planning for corporate executives. Jeff ’s full biography and experiences can be found at www.ubs.com/team/swettgroup

About UBS: UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of our Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. UBS’s strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates, in order to generate attractive and sustainable returns for its shareholders. All of its businesses are capital-efficient and benefit from a strong competitive position in their targeted markets. UBS is present in all major financial centers worldwide. It has offices in 54 countries, with about 34% of its employees working in the Americas, 35% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 13% in Asia Pacific. UBS Group AG employs approximately 60,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

About EverFi: EverFi, Inc. is the leading education technology company focused on teaching, assessing and certifying K-12 and college students in the critical skills they need for life. The company teams with corporations and foundations to provide the programs at no cost to K-12 schools. Some of America’s leading CEOs and venture capital firms are EverFi investors including Amazon founder and CEO Jeff Bezos, Twitter founder Evan Williams, Rethink Education, New Enterprise Associates, Inc. (NEA) and Tomorrow Ventures (the investment arm of Google Chairman Eric Schmidt). Learn more at www.everfi.com or follow us on Facebook, Instagram, LinkedIn or Twitter @EVERFI.

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