GUEST SPEAKER: Patricia Ernst & Laramie Cooley
TOPIC: Ready or Not? Preparing for the Unexpected
WHERE: Bella Milano – 1063 S State Rte 157 Edwardsville, IL
Thursday, February 9, 2023 – 11:30AM-1:00PM CST
As an Edward Jones financial advisor, seeing you succeed and reach the goals you have been dreaming of is the purpose of what I do.
Our branch team serves individuals, families and business owners in the Metro East and St. Louis regions, as well as virtually across the U.S. We are also dedicated to supporting female entrepreneurs through all the stages of their business growth and development.
We want to walk alongside you to progress your goals — whether you are envisioning living comfortably in retirement, caring for your family, saving for your child’s education, growing your business, paying off student loans or donating to causes that are close to your heart. We will partner with you to craft personalized financial solutions to fit your needs, ensuring you stay on track for your goals.
Our branch will be here every step of the way to help simplify your financial picture. I know that tackling your financial goals can feel daunting, and I am here to support you and guide you through the process to achieve whatever success looks like for you.
Everyone has a unique story, and I am excited to partner with you to bring to life your financial goals and future aspirations.
Ready or Not? Preparing for the Unexpected outlines a proactive strategy to help protect your family’s financial resources from life’s unexpected turns.
Life is full of the unexpected. A job loss, prolonged illness or unexpected loss of a family member can profoundly impact your family and your financial situation. By preparing for the unexpected, you’ll put yourself in a better position to keep your overall strategy from veering off course.
We plan to address:
• Some risks you may or may not be aware of
• Some strategies or tools for addressing those risks
• What the process looks like for our clients
• The types of life changes that may indicate a need for review.
Don’t forget to RSVP!