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Financial Planning

Meet Edward Jones financial advisor, Patrick Twardak, CFP®, CIMA®, for a 30-minute, 1-1 appointment to discuss 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. The room is located on the second floor. If you are unsure of the exact location, please ask the staff at the Adult Services desk. 

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

Due to the limited number of appointments available, we are only allowing one main list appointment every 6 months. Your registration will be canceled if you have already attended an appointment in the last 6 months or are signed up for 2 appointments at a time. Additionally, if you no call no show to the appointment, then you will be unable to attend future appointments for 3 months.

R = Registration required.

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