Finance

Foundations of Investing is an educational program for people who are either new to investing or need a refresher. Participants will learn: The importance of developing a strategy The impact of asset allocation The influence of inflation on your long-term goals This program is presented by Lexi Raleigh and Victoria Paddy from Edward Jones. 

Simplify Your Spending and Saving Strategies Seminar is an educational program designed to help individuals sharpen their spending and saving strategies. Participants will learn about: Setting personal financial goals Balancing saving, spending, and borrowing to achieve goals Strategies for controlling debt and improving credit scores Practical savings options for now through retirement This program is presented...

Financial Fitness-Power of Budgeting content focuses on the importance of budgeting. This interactive seminar will explore the importance of creating and maintaining a budget, examine the difference between wants and needs, and set goals for personal spending, savings, and debt repayment. This program is presented by Lexi Raleigh and Victoria Paddy from Edward Jones.  Ages...

Retirement by Design illustrates how you can help translate one's vision for retirement into tangible goals. Whether someone is 10 or 40 years from retirement, attendees will learn investment strategies to help design the retirement they want. You'll also discuss how you can add flexibility to their strategy to help them handle unexpected events and...