Join us with our Edward Jones financial advisor Andrew Paul to learn all about how to invest in your future! With an amazing menu from Taste Eatery at their new event space BrickWorks, and plenty of vendors to network with, this guest speaker is one for the books!
Bringing much needed information on:
The Edward Jones 5-Step Process: This discusses how we partner with our clients in order to further understand their unique goals and how we can help achieve them
How we tailor our portfolio to each of our clients' individual needs
Various types of individual accounts and the difference: e.g. Roth Individual Retirement Account vs Traditional Individual
Retirement AccountHow we work with business owners
Review different types of retirement plans and determine the most suitable
Assisting in insurance needs: Life, Disability Key Person
Additional services:
check writing and personal and business debit/credit cards
employee education programs
estate considerations and trust services
Q&A