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Retirement Financial Planning

Meet Edward Jones financial advisor, Jason Clarke, CFP®, for a 30-minute, 1-1 appointment to discuss retirement and financial planning. R

Secure your financial future, whether you are starting your career or already retired and seeking help with your finances. The meeting will take place in Study Room F, located on the second floor. If you are unsure of the exact location, please ask the staff at the desk. 

If you are comfortable, please bring an overview of the relevant financial information you would like to review with the instructor. 

Due to the limited number of appointments available, we are only allowing one main list appointment every six months. Your registration will be canceled if you have already attended an appointment in the last six months or are signed up for two appointments at a time. Additionally, if you do not call or show up to the appointment, you will be unable to attend future appointments for three months.

R = Registration required.

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