Get the information that can help you live a
confident retirement.

Our workshops are for you if you...

  • Worry that after you pass away, your loved ones will have added stress due to your lack of organization.
  • Are not sure what you pay in fees on your investments.
  • Are not sure how each part of your financial portfolio works together
  • Are worried the assets you worked hard for aren’t protected
  • Have not had a second opinion on your portfolio recently
  • Are worried about how the economy may affect your retirement
  • Are not sure whether your life savings will last as long as you do

We encourage attendance by those who are retired or planning to retire in the next 10 years to attend our workshops. Be sure to contact our office at 877-374-4524 to save your seats, and check back often for our latest workshops.

UPCOMING EVENTS:

March 6
JAG Study Hall
9:00 am | Jones Advisory Group Office

Do you have questions but don’t have a visit scheduled with us? This is a great time to stop by and visit with us!

March 11
Medicare Workshop: Josh Wyatt
1:00 pm | Jones Advisory Group Office

March 18
Lunch & Learn – Estate Planning: Scott Taddiken
11:30 am | Jones Advisory Group Office

Rather meet One-on-one?

Schedule a visit with our team to create your financial strategy today.

Or give us a call at 785.215.6675