Loading Events

« All Events

  • This event has passed.

FINANCIAL PLANNING SERIES

March 18 @ 6:00 pm - 7:00 pm MDT

|Recurring Event (See all)

An event every week that begins at 6:00 pm on Thursday, repeating until 2021-03-26

Free
CARMEN

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

March 11 –6:00 pm  Retirement By Design

https://edwardjones.zoom.us/j/99107820006?pwd=Q1hkV0g2Z1lhWmhsRXo2NkY1ZXg3Zz09

Meeting ID: 991 0782 0006
Passcode: 586727

March 18 –6:00 pm  Why You Need an Estate Plan
https://edwardjones.zoom.us/j/93316194636?pwd=SnY0d2N1MGVmYjF3aVhXUlVKUHZ0UT09

Meeting ID: 933 1619 4636
Passcode: 862202

March 25 –6:00 pm  Ready or Not – Preparing for the Unexpected

https://edwardjones.zoom.us/j/96205787355?pwd=VU8zbHVCcmFzdlFROFJlZkJ0ZlFsQT09

Meeting ID: 962 0578 7355
Passcode: 769709

 

 

 

Details

Date:
March 18
Time:
6:00 pm - 7:00 pm
MDT
Cost:
Free
Event Categories:
,
Event Tags:

Organizer

Sage Utah
Email:
sage@utahpridecenter.org
View Organizer Website

Other

Age restrictions:
40+
Estimated attendance:
Over 50
Scroll to Top Skip to content