Lunch&Learn: Rules of the Road
Introducing the Edward Jones' 10 Rules of the Road to investing.
Participants will learn:
The most common investing mistakes and how to avoid them
Investing strategies to help reach their long-term goals
What they can do now to prepare for retirement
As an Edward Jones financial advisor, it's my job to understand what is most important to you. Working together, we use an established process to build personalized strategies to help you achieve your financial goals. We monitor your progress to help make sure you stay on track and are dedicated to providing you with top-notch client service.
I am proud and honored to be a financial advisor in the area where I've lived most of my life, Exeter Township, Reading, PA. I value getting to know my neighbors, being involved in the community and working to make a difference in people's lives. Before returning to my original career in finance, I taught in our district's schools. I'm a member of the Greater Reading Chamber Alliance and currently serve on the board of the Exeter Community Education Foundation (ECEF) and the executive committee of the Exeter Eagles Alumni Association.
The opportunity to help the community in my hometown of Reading, PA, where I live with my wife, daughter and two dogs, inspires me daily. I look forward to partnering together with you to achieve your financial goals.
Date and Time
Wednesday May 10, 2023
12:00 PM - 1:30 PM EDT
Center for Business Excellence
49 Commerce Dr., Wyomissing