Financial Literacy Workshop: Investing for the Future
Name:
Financial Literacy Workshop: Investing for the Future
Date:
June 4, 2019
Time:
6:00 PM - 8:00 PM CDT
Registration:
Register Now
Event Description:
Part 4 of the Financial Literacy Series: Investing for the Future
Prosperity is about being successful - not just with your money, but with your life - and YPC is excited to partner with Edward Jones and Invesco for a workshop that focuses on both aspects of prosperity! Sharon Vickery, Financial Advisor at Edward Jones, and Chris Winand, Regional Vice President at Invesco, will help you overcome financial obstacles and make your financial vision a reality! Vickery and Winand will introduce a five-step system designed to help young professionals manage their money and create a solid future. You will also leave with a "prosperity toolkit" designed to help you with saving/investing, insurance, retirement & estate planning, and asset allocation. Let's invest in your future!
Sharon Vickery is a lifelong Iowan, graduating from Iowa State University, and a Financial Advisor with Edward Jones in Johnston, Iowa.
Her main goals as a financial advisor are to understand her clients' financial goals and risk level. Vickery's main areas of focus include: retirement savings strategies; college savings; retirement income strategies; wealth strategies; and insurance & annuities.
Chris Winand is the Regional Vice President of Iowa and Nebraska for Invesco.
Winand graduated from DePauw University and has been sharing investment ideas and providing an economic outlook to Invesco clients since 2005. Invesco is a leading asset management firm with over $930 billion under care, directly with financial advisors and their clients. Over the past two decades in the industry, Winand has provided timely investment strategies and updates on a rapidly changing economy to help investors reach their long-term goals.
Prosperity is about being successful - not just with your money, but with your life - and YPC is excited to partner with Edward Jones and Invesco for a workshop that focuses on both aspects of prosperity! Sharon Vickery, Financial Advisor at Edward Jones, and Chris Winand, Regional Vice President at Invesco, will help you overcome financial obstacles and make your financial vision a reality! Vickery and Winand will introduce a five-step system designed to help young professionals manage their money and create a solid future. You will also leave with a "prosperity toolkit" designed to help you with saving/investing, insurance, retirement & estate planning, and asset allocation. Let's invest in your future!
Sharon Vickery is a lifelong Iowan, graduating from Iowa State University, and a Financial Advisor with Edward Jones in Johnston, Iowa.
Her main goals as a financial advisor are to understand her clients' financial goals and risk level. Vickery's main areas of focus include: retirement savings strategies; college savings; retirement income strategies; wealth strategies; and insurance & annuities.Chris Winand is the Regional Vice President of Iowa and Nebraska for Invesco.
Winand graduated from DePauw University and has been sharing investment ideas and providing an economic outlook to Invesco clients since 2005. Invesco is a leading asset management firm with over $930 billion under care, directly with financial advisors and their clients. Over the past two decades in the industry, Winand has provided timely investment strategies and updates on a rapidly changing economy to help investors reach their long-term goals. Event Sponsors:
Location:
Compass Financial Services - Conference Center
4801 Westown Parkway
West Des Moines, Iowa 50266
4801 Westown Parkway
West Des Moines, Iowa 50266
Contact Information:
Director of Professional Development: Peter Myers
Fees/Admission:
Thank you to our sponsors, (Edward Jones, Invesco, Compass Financial) this workshop is free and open to YPC Members. Edward Jones & Invesco are graciously providing dinner to YPC members.
Cancellation Policy: YPC strives to maintain professionalism in its relationships with business leaders/corporations/sponsors in Des Moines; thus, a change in RSVP must be sent to prodevelopment@ypcDSM.com within 24 hours of the event so the seat/ticket can be reassigned. Failure to comply with the policy will be met with reprecussions communicated via email for future events. This event is expected to sell-out fast so please be professional and courteous of fellow YPC members.
Cancellation Policy: YPC strives to maintain professionalism in its relationships with business leaders/corporations/sponsors in Des Moines; thus, a change in RSVP must be sent to prodevelopment@ypcDSM.com within 24 hours of the event so the seat/ticket can be reassigned. Failure to comply with the policy will be met with reprecussions communicated via email for future events. This event is expected to sell-out fast so please be professional and courteous of fellow YPC members.
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