No matter what your age or circumstance, chances are you want a more secure future and have questions about navigating the complex sea of financial decisions.
The problem for most of us is figuring out not only how to reach that future, but how to fund it and keep on track through life’s changes.
This workshop is designed to present key principles of saving, investing, family protection, and other specific strategies to help you reach your long-term financial goals. No products or services will be offered or sold. This is an education and information presentation series only.
Note: Attendance is not required at all sessions, but is recommended for continuity of information.
DATES & TOPICS – all sessions will be held on Tuesday evenings, 7:00-8:30 PM on the following dates:
February 5th: “Stocks: The Nuts and Bolts”
February 12th: “Tax-Free Investing: It’s Not What You Make, It’s What You Keep”
February 19th: “Social Security: Your Questions Answered”
February 26th: “Health Care and Your Retirement”
March 5th: “Preparing an Estate Plan”
March 12th: “Outsmart the Scammers”
Please RSVP to Susan at 907-696-4118 for availability, reservations and additional information. We look forward to you and your family joining us for our presentation of Financial Workshop: Your Source for Financial Education.
Presented by your local Edward Jones Financial Advisor, Gavin Rueb, in coordination with the Anchorage office of US Social Security Administration, and Alaska licensed estate-planning attorney, Kenneth Kirk. The series is hosted by the United Methodist Church of Chugiak and the sessions are free and open to the community.
Edward Jones is a licensed insurance producer in all states and Washington, D.C., through Edward D. Jones & Co., L.P., and in California, New Mexico and Massachusetts through Edward Jones Insurance Agency of California, L.L.C.; Edward Jones Insurance Agency of New Mexico, L.L.C.; and Edward Jones Insurance Agency of Massachusetts, L.L.C.
The contents of this presentation are for informational purposes only. Edward Jones doesn’t offer health insurance; however, we believe discussing the impact of health care costs within your retirement strategy is important, especially considering that rising health care costs may affect many investors approaching retirement.
While the information is believed to be accurate, its accuracy and completeness are not guaranteed and are subject to change without notice. You should rely on Medicare for complete program details. For more information on Medicare, visit www.medicare.gov.
Unit trusts and mutual funds are offered and sold by prospectus. You should consider the investment objectives, risks and charges, and expenses carefully before investing. The prospectus contains this and other information. I can provide a prospectus, which should be read carefully before investing.
Edward Jones, its employees, and financial advisors are not estate planners and cannot give tax or legal advice. Please consult a qualified tax or legal professional for advice on your specific situation.
Mutual funds, variable annuities and unit investment trusts (UITs) are offered by prospectus. You should consider the investment objective, risks, and charges and expenses carefully before investing. The prospectus contains this and other information. Your Edward Jones financial advisor can provide a prospectus, which you should read carefully before investing.