As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
1 topic · no fee, no honorarium, no mileage
Review available topics below. Use the “Request This Free Speech” button and fill out the contact form. Roger contacts you to discuss the details of the request.
Examine how to budget for retirement expenses, potential sources of retirement income and potential risks such as LTC and health care costs.
Free Speakers Chicago is a pro bono speakers bureau. Since 1996, our speakers have given free presentations to Rotary clubs, libraries, schools, and community groups across the Chicago area. Browse the full list to book a free guest speaker in Chicago, or learn more about how it works.
