Join me for the 4th seminar in my 2025 Virtual Seminar Series, The Power of Planning!
In this seminar, we will be introducing the Edward Jones' 10 Rules of the Road to investing. Participants will learn about:
The most common investing mistakes and how to avoid them
Investing strategies to help reach your long-term goals
What you can do now to prepare for retirement
The Power of Planningis a completely virtual seminar series that explores important aspects of financial planning through the different staged of life. As we age, our stage of life changes, and depending on what stage of life you are in your goals and financial planning needs change. In Life-Stage Centered Financial Planning, we take a look at where you are now, where you are headed, and what steps you should be taking now to put yourself in the best position to live the life you want.
Over the course of 2025, we will discuss a different topic each month, and each three months we will discuss a different stage of life. Just because you belong to a certain stage of life does not mean you should limit yourself to seminars from that stage! Each seminar has valuable information for what to expect and plan for as you enter each stage of your life.
January - March : Stage 1: Pre-Accumulation Period (Age 13-25)
April - June : Stage 2: Accumulation Period (Age 26-45)
July - September : Stage 3: Pre-Retirement Period (Age 45-64)
October - December : Stage 4: Retirement Period (Age 65+)
