FINANCIAL PLANNING SERIES

We have had many requests for another financial planning series, so we have lined up a good series for you!  SAGE is honored to welcome Carmen Alderete, Financial Advisor with Edward Jones.  Carmen wants to make sure that you know exactly how much money it is going to take for you to be able to retire comfortably and remain comfortably retired. She’ll help you figure out what’s most important to you and in what priority. She will do this by using an established process to create a road map to achieve your goals and then partner together to make sure you stay on course. She will prepare you for the unexpected such as an accident. Carmen’s goal is to help folks be happy with the life they have designed. It brings her great pleasure to participate in the architectural process of bringing dreams to life!

YOU WILL NEED THE MEETING ID AND PASSCODE WHICH CHANGES WEEKLY

Join Zoom Meeting