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)