Your Legacy, your Terms: An Estate Planning Workshop

Weekly schedule

About this program

An engaging estate planning workshop that helps clients and prospects understand the importance of having a clear, thoughtful estate plan. It covers key considerations and includes practical activities designed to spark meaningful conversations and lead into personalized, one-on-one planning. Edward Jones Investments is a major North American financial services firm that provides investment advice, wealth management, and retirement planning to individual investors and small-business owners These workshops are intended for educational and awareness purposes only. Any financial decisions should be discussed with your financial advisor, bank, or another qualified financial professional.