Fall Financial Workshop

Do you have the information you need to make decisions about your financial goals?
At our financial workshop, you’ll learn key principles of saving and investing, as well as learn specific strategies to help you reach your long-
term financial goals.

This workshop is lead by Edward Jones | Paine Wealth Management | Financial Advisor Tanya Paine, CFP®, CAP®, MBA


Topics discussed are:
Rules of the Road
If you’re like most of us, the road to your future and the realization of your life’s dreams will require a solid saving and investing strategy. At this seminar you’ll learn Edward Jones’ 10 principles of investing as well as common mistakes and what you can do to help avoid them.
When: Tuesday, September 29, 6:30 p.m.–7:30 p.m.

Simplify Your Spending and Saving Strategies
Balancing your expenses now may help you reach your financial goals later. We’ll discuss the basics of budgeting, the importance of managing credit and debt, and ways you can take control of your financial future.
When: Thursday, October 1, 6:30 p.m.–7:30 p.m.

Foundations of investing
Building your investor IQ starts with understanding the basics. Learn the importance of developing a strategy, the impact of asset allocation and the influence of inflation on your long-term goals.
When: Tuesday, October 6, 6:30 p.m.–7:30 p.m.

Retirement by Design
How do you want to retire? Whether you are 10 or 40 years from retirement, you’ll learn investment strategies you can use now to help design the retirement you want tomorrow.
When: Thursday, October 8, 6:30 p.m.–7:30 p.m.

Materials Provided to each Registered Participant: Financial Workshop Binder containing supporting education materials for each course