ATHENA Speaker Luncheon
September 26 @ 11:30 am - 1:00 pm
Your financial decisions today help set you up for your future. Learn to make them well! Join me for the seminar, “Savvy Women, Smart Investors,” where we’ll cover financial matters relevant to you and how to balance current needs and long-term goals, like retirement and caring for loved ones. You’ll leave equipped with the knowledge and confidence to take your financial journey — wherever you may want to go.
More about Sarah:
As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can determine the most appropriate financial strategy for you and your family. I can also help with your retirement saving strategy, so you have more options when you retire, regardless of what you decide to do.
In 2004, I began my Edward Jones career at the headquarters, where I worked in retirement operations and financial advisor recruiting. I became a financial advisor in 2009 and became a limited partner with Edward Jones in 2010.
This is a brown bag lunch event. However, ATHENA will be providing beverages and a light dessert. The event will be held in the Partner’s Room at the EDC.
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