Investing 101

Join Bonnie Lemmon, Financial Advisor with Edward Jones, for this educational series to learn about investing, saving for retirement, preparing for unexpected expenses, and considering mutual funds. Each program in the series covers a different topic:

January 7: Foundations of Investing - An overview of investing, including key terms and types of investments, this program covers the basic features of bonds, stocks and packaged investments, and the importance of asset allocation.

January 14: Retirement by Design - This class illustrates how you can translate your vision for retirement into tangible goals. Whether you are 10 or 40 years from retirement, you'll learn investment strategies to help design the retirement you want. We’ll also discuss how you can add flexibility to your strategy to help you handle unexpected events and how you can keep your strategy on track.

January 21: Ready or Not? Preparing for the Unexpected – This insurance sales presentation outlines a proactive strategy to help protect your family’s financial resources from life’s unexpected turns.

January 28: An Investor’s Tour of Mutual Funds – Mutual funds may play a major role as you try to reach your long-term financial goals. This program provides a detailed look at features, benefits and risks associated with this type of investment as well as guidance to help empower you as you explore the multitude of funds available.