Do You Understand Your Financial Plan? – Guest speaker from Edward Jones (Tucson, AZ)

By Anderson, Dorn & Rader, Ltd. (other events)

Wednesday, October 24 2018 10:00 AM 11:00 AM

Monthly Q&A with Wendy

Guest Speaker: Ali Rustempasic – Financial advisor at Edward Jones

Ali will speak about the rules of the road and will cover topics, such as:
•  Developing a strategy
•  Investing for the long-term
•  Having realistic expectation
•  Reviewing your strategy annually

Ali has been a financial advisor with Edward Jones for 8 years and is an Accredited Asset Manager with the College of Financial Planning. Ali is a native Tucsonian and lives in Oro Valley with his wife and four children. He enjoys spending time fishing, being outdoors and hanging out with family. 

Wendy will also answer estate planning questions, such as:

•  How should my financial plan and estate plan work together?
•  What retirement assets should be included in my trust?

Atria Campana del Rio (Map)   South of River Road and Via Ventura.  (check in at the front)

RSVP by filling in the form below, or email [email protected] or call (520) 320-5100

Anderson, Dorn & Rader, Ltd.