If you have financial goals and are looking for a disciplined way to manage your investments, an advisory program may be a good alternative for you. You’ll learn:
* Different approaches to managing your investments
* The benefits of professional research, selection and monitoring of your investments
* The value of automatic rebalancing to help keep your investments in line with your portfolio objective
* Whether an advisory program might be a good fit for you
Knowing different ways to manage your investments can help you choose the method that makes sense for you.
Edward Jones is a dually registered broker-dealer and investment adviser. Edward Jones Advisory Solutions® is a mutual fund and exchange-traded fund (ETF) advisory program that provides model and customized portfolios. Please review the Edward Jones Advisory Solutions Disclosure Document for more information.
The investments in Advisory Solutions, including money market funds, are offered by prospectus. You should consider the investment objectives, risks, and charges and expenses carefully before investing. The prospectus contains this and other information. Your Edward Jones financial advisor can provide a prospectus, which you should read carefully before investing.

This course will give you an overview of the complex college admissions process. We will review when to start the process and how to develop an application that reflects the strengths of your student. We will discuss how to choose an appropriate list of schools, the value of college visits and interviews, The common application, teacher recommendations, and college admission testing options (SAT, ACT, AP). We will define and go over the pros and cons of Early Decision, Early Action, and Priority Application deadlines. With this information you will be able to create a timetable that makes sense for your student and family, along with key organizational strategies to keep your process structured. Students are encouraged to attend with their parents.
Susan R. Wachter, BS, MS, is an Independent College Consultant who works with high school students and their families assisting with the college admissions process. She is a former admissions officer at New York University, Boston University, American University, and the University of Baltimore. Ms. Wachter holds a B.S. from Boston University in Secondary Education and an M.S. from the Johns Hopkins University in Adult and Continuing Education.

For most people, discussing long-term care is often an uncomfortable topic. However, creating a long-term strategy now may help to protect your family from financial burden in the future. Join us to learn more about: the common funding options to provide high-quality long-term care, how long-term care insurance can play a significant role in helping to preserve your assets and how you can take control of where and how you receive long-term care services. Help protect your family and your savings.

Do you know who will care for your children if something unexpected happens to you? Learn how easy it is to make sure your kids will always be taken care of by the people you want in the way you want. You will learn how to: Be sure your children never spend even one moment in the care of strangers (or anyone you wouldn not want) if anything happens to you. Avoid the expenses and delays of a long, drawn out court process that would make life difficult for your loved ones if you were in an accident. Protect your childrens inheritance from creditors, lawsuits and failed marriages. Make sure your hard-earned money is immediately and privately available to your chosen guardians. Leave behind more than just your money.

You want to make sure that your child is well cared for, even after you are no longer here. This is even more urgent when you have a child with special needs. Because a disability may affect your childs ability to be independent and financially secure as an adult, it is critical that you have a plan in place to protect your child in the event the unthinkable happens. This workshop covers: the straight scoop on guardianship for your kids and how to avoid the 6 common mistakes; the 10 steps you must take to plan for the future care of your child with special needs the right way; how to set up a special needs trust that protects your childs eligibility for essential governmental benefits; how to ensure your kids (& spouse) are prepared for life without you in case something happens to you.

A new tax law change removes the income restrictions for individual investors looking to convert to a Roth IRA from a traditional, SEP or SIMPLE IRA. This seminar will explain: differences between traditional and Roth IRAs, features of the new tax law change, benefits of converting to a Roth IRA and important tax considerations. Edward Jones, its employees and financial advisors do not provide tax or legal advice. Please contact a qualified tax or legal professional regarding your situation.