Planning Your Financial Future: Foundations of Investing
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About this event
Building your investor IQ starts with understanding the basics. Whether you are new to investing or want a refresher, the Foundations of investing discussion will help you learn about:
• The importance of developing a workable strategy
• The impact of asset allocation
• Ideas for focusing on what you can control with your finances to achieve financial goals
Sign up for other events in this series: Retirement By Design
Presenter Bio:
Jose (Dre') Martin, Chartered Retirement Planning Counselor™
Jose' runs a comprehensive wealth management practice at Edward Jones in Florham Park, where he has been helping families and individuals make sense of their finances. With over 20 years of experience working at Wall Street firms like JP Morgan, Morgan Stanley, and UBS, Jose has seen firsthand the importance of financial guidance; and he has made it his mission to share that knowledge in a way that's clear, practical, and uplifting.
Location
Montclair Main - Conference Room, Montclair, NJ
Listed by South Orange Public Library. Details can change — check the official page before you go.