Edward Jones Financial Advisor Andria Haworth of Greenville is hosting a free 60-minute educational seminar titled "Preparing Your Estate Plan" at 6:30 PM Monday, November 11 at Masonic Lodge, Memorial Drive, Greenville, Ohio.
Andria will present this seminar along with a local estate planning attorney.
Many people tend to put off or ignore developing a sound estate plan, but it's one of the most important things an investor can create. During the seminar, participants will learn more about:
The seminar is free, but space is limited. To make a reservation, call Kathy by Thursday, November 7 at 937-548-3917.
Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm's 12,000-plus financial advisors work directly with nearly 7 million clients to understand their personal goals -- from college savings to retirement -- and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.
Headquartered in St. Louis, Edward Jones ranked No. 8 overall in FORTUNE magazine's 2013 100 Best Companies to Work For ranking. Visit our website at www.edwardjones.com and our recruiting website at www.careers.edwardjones.com. Follow us on Twitter @EdwardJones. Member SIPC. FORTUNE and Time Inc. are not affiliated with and do not endorse Edward Jones products or services.
Andria will present this seminar along with a local estate planning attorney.
Many people tend to put off or ignore developing a sound estate plan, but it's one of the most important things an investor can create. During the seminar, participants will learn more about:
- What to consider when creating a will
- Benefits of trusts in estate planning
- How to help reduce taxes on one's estate
- How insurance can help protect one's family
The seminar is free, but space is limited. To make a reservation, call Kathy by Thursday, November 7 at 937-548-3917.
Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm's business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm's 12,000-plus financial advisors work directly with nearly 7 million clients to understand their personal goals -- from college savings to retirement -- and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.
Headquartered in St. Louis, Edward Jones ranked No. 8 overall in FORTUNE magazine's 2013 100 Best Companies to Work For ranking. Visit our website at www.edwardjones.com and our recruiting website at www.careers.edwardjones.com. Follow us on Twitter @EdwardJones. Member SIPC. FORTUNE and Time Inc. are not affiliated with and do not endorse Edward Jones products or services.