Monday April 24, 2017 - Financial Workshop
Financial education is an important step in helping you achieve a better future. This workshop will offer clear and practical investing education in a convenient and comfortable format. By attending this workshop, you'll gain a better understanding of the key principles of saving and investing and also learn specific strategies to help you reach your long term goals. Topics for the four sessions will be: "Foundations of Investing," Retirement by Design," Ready or Not?/Preparing for the Unexpected," and "Preparing Your Estate Plan." A local attorney will assist in the presentation for the final week. Instructor: Sheila Peelen
Sheila is a Financial Advisor with Edward Jones in Sheldon, specializing in helping serious investors meet their long term goals. She has completed a comprehensive and ongoing training program that includes all required licensing examinations, investment education, and instruction in identifying appropriate solutions for specific client needs. She currently holds the General Securities Representative (Series 7) and the Uniform Combined State Law Examination (Series 66) registrations and holds an insurance license.
Phone: 712-631-5500 or 800-352-4907 x 161
E-Mail Continuing Education