Personal Finance

College: Getting There from Here (in person or via Zoom)

Robert L. Smith, Financial Advisor for Edward Jones

College: Getting There from Here is a 20-minute presentation that covers: questions to consider as you establish a college savings goal, savings strategies to help you reach your goal, features and benefits of 529 college savings plans. There will be time available for questions after the presentation.

Thursday, November 4           6 - 7:30 pm            Cost: $8

Rules of the Road of Investing Seminar (in person or via Zoom)

Robert L. Smith, Financial Advisor for Edward Jones

The Rules of the Road presentation introduces the Edward Jones' 10 Rules of the Road to investing. Participants will learn: The most common investing mistakes and how to avoid them. Investing strategies to help reach their longterm goals. What they can do now to prepare for retirement.

Thursday, January 6           6 - 7:30 pm            Cost: $8

Health Care and Your Retirement Seminar (in person or via Zoom) 

Robert L. Smith, Financial Advisor for Edward Jones

Health Care and Your Retirement is an educational program that addresses what steps investors should take to prepare for health care costs to help ensure their retirement savings stay healthy.

Thursday, Dec 2       6 - 7:30 pm            Cost: $8