Join us as we discuss navigating today’s market environment and hear strategies on retirement.
Josephine Palacios, CFP®, CRPS™
Financial Advisor
Edward Jones
Josephine.palacios@edwardjones.com
(707) 927-3397
Brendan Coyne, CIMA®
Executive Director, Client Advisor
J.P. Morgan Asset Management
Josephine Palacios, CFP ®, CRPS ™ will discuss tax advantage tips and the importance of saving for retirement. You will understand how much you should be saving for retirement and how to prioritize other financial goals.
Location: Aon 425 Market St., Ste. 2800, San Francisco, CA 94105
RSVP by July 20, 2023 to: Annette.ing-firmeza@aon.com (415) 486-7275
Cost: $10
Pay with Paypal
All investments involve risks, including possible loss of principal. Investors should carefully consider a fund's investment goals, risks, charges and expenses before investing. To obtain a summary prospectus and/or prospectus, which contains this and other information, ask Josephine or call (707) 927-3397
Please carefully read a prospectus before you invest or send money.