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

Advisor Jeff Swett teaches financial literacy to students for third
consecutive year

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

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

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
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Kearney Dewing
[email protected]

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