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The Swett Wealth Management Group of UBS Sponsors High School Financial Education for a Second Year

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Portrayed: EverFi 2016 – 2017 Financial Education Impact Report


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. 

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

"Personal finance has typically been under-emphasized in school curriculums. We look forward to another year of partnership with EverFi to deliver a financial education course to Marblehead High School. We hope to make a long term difference in the lives of the students by educating them about the basic principles of saving and investing.” 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’s 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

Media Contacts:

person_outline  Full Name:Lauren Scarlett
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business_center  Company:UBS
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