Financial Education Series

February 1, 2020

1099

– You’re Invited –

Life is full of surprises. A job loss, prolonged illness or unexpected loss of a family member can have big impact on your family and your financial situation. Join Edward Jones for Ready or Not? Preparing for the Unexpected to discover how to put yourself in a better position to keep your financial strategy from veering off course.

You’ll learn:

Risks you may not be aware of
Strategies or tools for addressing those risks
Life changes that may require to review your strategy

Though you can’t predict the unexpected, you can prepare for it. During this presentation they’ll show you how.

When: Tuesday, February 4th, 2020
5:00pm – 7:00pm
Presentation begins at 5:30
Where: Holiday Inn Express
919 Kruse Way
Springfield, OR 97477

When it comes to your estate, even if you’ve taken no action at all, you have an estate plan. Your “default plan” may be determined by the laws of your state.

Join Edward Jones for their presentation Script Your Family’s Future: Why You Need an Estate Plan. They’ll discuss strategies you may want to consider when planning your estate, including:

How your assets are distributed to your family
Who will take care of your minor or special-needs children
Who will make medical or financial decisions for you if you can’t make them for yourself

When: Tuesday, March 3rd, 2020
5:00pm – 7:00pm
Presentation begins at 5:30
Where: Holiday Inn Express
919 Kruse Way
Springfield, OR 97477